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McKinley Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

McKinley Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-102
Closed -$20K – 247
2019
Q1 		$20K Sell
102
-118
-54% -$22.5K ﹤0.01% 271
2018
Q4 		$37K Buy
220
+130
+144% +$24.2K ﹤0.01% 252
2018
Q3 		$19K Sell
90
-230
-72% -$49K ﹤0.01% 285
2018
Q2 		$65K Buy
320
+110
+52% +$22K ﹤0.01% 290
2018
Q1 		$40K Buy
+210
New +$40.3K ﹤0.01% 311
2017
Q3 		– Sell
-369
Closed -$62K – 407
2017
Q2 		$62K Buy
369
+232
+169% +$38.2K ﹤0.01% 376
2017
Q1 		$22K Sell
137
-63
-32% -$10K ﹤0.01% 426
2016
Q4 		$31K Buy
200
+18
+10% +$2.69K ﹤0.01% 434
2016
Q3 		$27K Buy
182
+114
+168% +$16.6K ﹤0.01% 452
2016
Q2 		$9K Sell
68
-247
-78% -$33.3K ﹤0.01% 388
2016
Q1 		$42K Buy
315
+180
+133% +$22.5K ﹤0.01% 315
2015
Q4 		$19K Hold
135
– – ﹤0.01% 330
2015
Q3 		$18K Sell
135
-118
-47% -$17.5K ﹤0.01% 324
2015
Q2 		$39K Buy
253
+25
+11% +$3.83K ﹤0.01% 324
2015
Q1 		$35K Buy
228
+137
+151% +$20K ﹤0.01% 311
2014
Q4 		$13K Sell
91
-4
-4% -$541 ﹤0.01% 320
2014
Q3 		$12K Buy
+95
New +$12.7K ﹤0.01% 313

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McKinley Capital Management's IWO Position: Q2 2019 in Review

McKinley Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 102 shares — an estimated $20K sold.

McKinley Capital Management first reported a position in IWO in Q3 2014 and held it in 17 quarters. The position peaked at $65K in Q2 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • McKinley Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • McKinley Capital Management sold 102 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $20K.
  • McKinley Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and held it in 17 quarters.
  • McKinley Capital Management's iShares Russell 2000 Growth ETF position peaked at $65K in Q2 2018.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on McKinley Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.