PCM
IWO icon

Palisade Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Palisade Capital Management’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
2014
Q3 		– Sell
-5,250
Closed -$624K – 488
2014
Q2 		$624K Sell
5,250
-3,750
-42% -$493K 0.02% 406
2014
Q1 		$1.05M Buy
+9,000
New +$1.23M 0.03% 349

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

Palisade Capital Management's IWO Position: Q2 2017 in Review

Palisade Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2017, closing a stake of 545,535 shares — an estimated $88.2M sold.

Palisade Capital Management first reported a position in IWO in Q3 2013 and held it in 10 quarters. The position peaked at $88.2M in Q1 2017. 474 funds tracked by Wall St. Rank hold IWO as of Q2 2017.

  • Palisade Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Palisade Capital Management sold 545,535 iShares Russell 2000 Growth ETF shares in Q2 2017, an estimated $88.2M.
  • Palisade Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 10 quarters.
  • Palisade Capital Management's iShares Russell 2000 Growth ETF position peaked at $88.2M in Q1 2017.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2017.

Based on Palisade Capital Management's 13F filing for Q2 2017, filed 1 Aug 2017.