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Mirador Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mirador Capital Partners’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
Q3 		– Sell
-1,246
Closed -$250K – 175
2019
Q2 		$250K Sell
1,246
-8,599
-87% -$1.7M 0.12% 131
2019
Q1 		$1.94M Sell
9,845
-292
-3% -$55.6K 1.05% 33
2018
Q4 		$1.7M Buy
10,137
+9,028
+814% +$1.68M 1.05% 37
2018
Q3 		$239K Sell
1,109
-650
-37% -$139K 0.12% 137
2018
Q2 		$359K Sell
1,759
-605
-26% -$121K 0.2% 99
2018
Q1 		$452K Buy
+2,364
New +$454K 0.32% 64

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mirador Capital Partners's IWO Position: Q3 2019 in Review

Mirador Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 1,246 shares — an estimated $250K sold.

Mirador Capital Partners first reported a position in IWO in Q1 2018 and held it in 6 quarters. The position peaked at $1.94M in Q1 2019. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

  • Mirador Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Mirador Capital Partners sold 1,246 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $250K.
  • Mirador Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 6 quarters.
  • Mirador Capital Partners's iShares Russell 2000 Growth ETF position peaked at $1.94M in Q1 2019.
  • 613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Mirador Capital Partners's 13F filing for Q3 2019, filed 31 Oct 2019.