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New England Investment & Retirement Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New England Investment & Retirement Group’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
Q4 		– Sell
-39,148
Closed -$5.25M – 90
2015
Q3 		$5.25M Sell
39,148
-15,930
-29% -$2.36M 2.51% 13
2015
Q2 		$8.63M Buy
55,078
+16,330
+42% +$2.5M 4.12% 9
2015
Q1 		$5.87M Buy
+38,748
New +$5.65M 2.6% 12

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

New England Investment & Retirement Group's IWO Position: Q4 2015 in Review

New England Investment & Retirement Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2015, closing a stake of 39,148 shares — an estimated $5.25M sold.

New England Investment & Retirement Group first reported a position in IWO in Q1 2015 and held it in 3 quarters. The position peaked at $8.63M in Q2 2015. 432 funds tracked by Wall St. Rank hold IWO as of Q4 2015.

  • New England Investment & Retirement Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • New England Investment & Retirement Group sold 39,148 iShares Russell 2000 Growth ETF shares in Q4 2015, an estimated $5.25M.
  • New England Investment & Retirement Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 3 quarters.
  • New England Investment & Retirement Group's iShares Russell 2000 Growth ETF position peaked at $8.63M in Q2 2015.
  • 432 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2015.

Based on New England Investment & Retirement Group's 13F filing for Q4 2015, filed 5 Feb 2016.