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Measured Wealth Private Client Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-428
Closed -$91K – 404
2018
Q3 		$91K Buy
+428
New +$91.2K 0.05% 249

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Measured Wealth Private Client Group's IWO Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 428 shares — an estimated $91K sold.

Measured Wealth Private Client Group first reported a position in IWO in Q3 2018 and held it in 1 quarter. The position peaked at $91K in Q3 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 428 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $91K.
  • Measured Wealth Private Client Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares Russell 2000 Growth ETF position peaked at $91K in Q3 2018.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.