NFG
IWO icon

NewFocus Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NewFocus Financial 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
2016
Q1 		– Sell
-1,191
Closed -$166K – 63
2015
Q4 		$166K Buy
+1,191
New +$169K 0.12% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

NewFocus Financial Group's IWO Position: Q1 2016 in Review

NewFocus Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2016, closing a stake of 1,191 shares — an estimated $166K sold.

NewFocus Financial Group first reported a position in IWO in Q4 2015 and held it in 1 quarter. The position peaked at $166K in Q4 2015. 423 funds tracked by Wall St. Rank hold IWO as of Q1 2016.

  • NewFocus Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • NewFocus Financial Group sold 1,191 iShares Russell 2000 Growth ETF shares in Q1 2016, an estimated $166K.
  • NewFocus Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 1 quarter.
  • NewFocus Financial Group's iShares Russell 2000 Growth ETF position peaked at $166K in Q4 2015.
  • 423 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2016.

Based on NewFocus Financial Group's 13F filing for Q1 2016, filed 2 May 2016.