PFA
IWO icon

Pathway Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-7
Closed -$1K – 234
2018
Q2 		$1K Hold
7
– – ﹤0.01% 406
2018
Q1 		$1K Hold
7
– – ﹤0.01% 424
2017
Q4 		$1K Buy
+7
New +$1.28K ﹤0.01% 448

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Pathway Financial Advisors's IWO Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2018, closing a stake of 7 shares — an estimated $1K sold.

Pathway Financial Advisors first reported a position in IWO in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 608 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

  • Pathway Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 7 iShares Russell 2000 Growth ETF shares in Q3 2018, an estimated $1K.
  • Pathway Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $1K in Q2 2018.
  • 608 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.