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Navellier & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Navellier & Associates’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
2015
Q1 		– Sell
-1,564
Closed -$223K – 364
2014
Q4 		$223K Buy
+1,564
New +$212K 0.01% 298

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Navellier & Associates's IWO Position: Q1 2015 in Review

Navellier & Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2015, closing a stake of 1,564 shares — an estimated $223K sold.

Navellier & Associates first reported a position in IWO in Q4 2014 and held it in 1 quarter. The position peaked at $223K in Q4 2014. 399 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

  • Navellier & Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Navellier & Associates sold 1,564 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $223K.
  • Navellier & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • Navellier & Associates's iShares Russell 2000 Growth ETF position peaked at $223K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

Based on Navellier & Associates's 13F filing for Q1 2015, filed 18 May 2015.