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Osborn Williams & Donohoe’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-77
Closed -$15K – 492
2019
Q1 		$15K Buy
+77
New +$14.7K ﹤0.01% 584

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osborn Williams & Donohoe's IWO Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 77 shares — an estimated $15K sold.

Osborn Williams & Donohoe first reported a position in IWO in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 77 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $15K.
  • Osborn Williams & Donohoe first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Russell 2000 Growth ETF position peaked at $15K in Q1 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.