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

Meridian 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
2017 Q1	–	Sell	-1,335	Closed	-$206K	–	71
2016 Q4	$206K	Buy	+1,335	New	+$199K	0.12%	67
2015 Q3	–	Sell	-1,385	Closed	-$214K	–	69
2015 Q2	$214K	Hold	1,385	–	–	0.13%	62
2015 Q1	$210K	Buy	+1,385	New	+$202K	0.15%	57
2014 Q4	–	Sell	-1,650	Closed	-$214K	–	62
2014 Q3	$214K	Sell	1,650 -75	-4%	-$10.1K	0.16%	58
2014 Q2	$239K	Hold	1,725	–	–	0.18%	57
2014 Q1	$235K	Hold	1,725	–	–	0.19%	55
2013 Q4	$234K	Sell	1,725 -1,575	-48%	-$204K	0.19%	54
2013 Q3	$415K	Hold	3,300	–	–	0.36%	48
2013 Q2	$396K	Buy	+3,300	New	+$360K	0.35%	49

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Meridian Management's IWO Position: Q1 2017 in Review

Meridian Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2017, closing a stake of 1,335 shares — an estimated $206K sold.

Meridian Management first reported a position in IWO in Q2 2013 and held it in 9 quarters. The position peaked at $415K in Q3 2013. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

Meridian Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2017 after selling out during the quarter.
Meridian Management sold 1,335 iShares Russell 2000 Growth ETF shares in Q1 2017, an estimated $206K.
Meridian Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 9 quarters.
Meridian Management's iShares Russell 2000 Growth ETF position peaked at $415K in Q3 2013.
474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on Meridian Management's 13F filing for Q1 2017, filed 2 May 2017.