MCIA
IWO icon

Mountain Capital Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-50
Closed -$9K – 222
2017
Q3 		$9K Hold
50
– – 0.01% 287
2017
Q2 		$8K Buy
+50
New +$8.23K 0.01% 322

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mountain Capital Investment Advisors's IWO Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 50 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in IWO in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 553 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 50 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $9K in Q3 2017.
  • 553 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.