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Norris Perne & French’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Norris Perne & French’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
Q2 		– Sell
-13,400
Closed -$2.17M – 156
2017
Q1 		$2.17M Sell
13,400
-780
-6% -$124K 0.4% 69
2016
Q4 		$2.18M Sell
14,180
-990
-7% -$148K 0.43% 65
2016
Q3 		$2.26M Sell
15,170
-249
-2% -$36.3K 0.47% 64
2016
Q2 		$2.12M Buy
15,419
+153
+1% +$20.7K 0.46% 60
2016
Q1 		$2.02M Buy
15,266
+8,216
+117% +$1.03M 0.42% 60
2015
Q4 		$982K Buy
+7,050
New +$1,000K 0.21% 80

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norris Perne & French's IWO Position: Q2 2017 in Review

Norris Perne & French sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2017, closing a stake of 13,400 shares — an estimated $2.17M sold.

Norris Perne & French first reported a position in IWO in Q4 2015 and held it in 6 quarters. The position peaked at $2.26M in Q3 2016. 474 funds tracked by Wall St. Rank hold IWO as of Q2 2017.

  • Norris Perne & French reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Norris Perne & French sold 13,400 iShares Russell 2000 Growth ETF shares in Q2 2017, an estimated $2.17M.
  • Norris Perne & French first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 6 quarters.
  • Norris Perne & French's iShares Russell 2000 Growth ETF position peaked at $2.26M in Q3 2016.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2017.

Based on Norris Perne & French's 13F filing for Q2 2017, filed 31 Jul 2017.