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National Planning Corporation’s iShares Russell 2000 Growth ETF IWO Stock Holding History

National Planning Corporation’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
-3,078
Closed -$551K – 327
2017
Q3 		$551K Sell
3,078
-431
-12% -$73.2K 0.05% 347
2017
Q2 		$595K Sell
3,509
-1,122
-24% -$185K 0.05% 364
2017
Q1 		$738K Sell
4,631
-2,928
-39% -$465K 0.06% 294
2016
Q4 		$1.18M Sell
7,559
-468
-6% -$69.9K 0.09% 211
2016
Q3 		$1.12M Buy
8,027
+141
+2% +$20.5K 0.09% 217
2016
Q2 		$1.14M Sell
7,886
-1,028
-12% -$139K 0.09% 222
2016
Q1 		$1.17M Sell
8,914
-5,915
-40% -$738K 0.1% 198
2015
Q4 		$1.74M Buy
14,829
+5,420
+58% +$769K 0.14% 161
2015
Q3 		$1.37M Sell
9,409
-4,394
-32% -$651K 0.13% 172
2015
Q2 		$2.08M Buy
13,803
+11,327
+457% +$1.74M 0.19% 115
2015
Q1 		$364K Sell
2,476
-3,825
-61% -$557K 0.03% 440
2014
Q4 		$878K Buy
6,301
+144
+2% +$19.5K 0.06% 270
2014
Q3 		$801K Sell
6,157
-574
-9% -$76.9K 0.06% 291
2014
Q2 		$932K Buy
6,731
+79
+1% +$10.4K 0.07% 263
2014
Q1 		$922K Buy
6,652
+17
+0.3% +$2.33K 0.08% 252
2013
Q4 		$900K Buy
6,635
+96
+1% +$12.4K 0.08% 248
2013
Q3 		$839K Buy
6,539
+3,584
+121% +$432K 0.08% 246
2013
Q2 		$331K Buy
+2,955
New +$323K 0.04% 365

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 $34.1B AUM 29.2% 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 $202B AUM 37.79% 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

National Planning Corporation's IWO Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 3,078 shares — an estimated $551K sold.

National Planning Corporation first reported a position in IWO in Q2 2013 and held it in 18 quarters. The position peaked at $2.08M in Q2 2015. 553 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 3,078 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $551K.
  • National Planning Corporation first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Russell 2000 Growth ETF position peaked at $2.08M in Q2 2015.
  • 553 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.