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

Patten 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
2019 Q1	–	Sell	-737	Closed	-$14K	–	376
2018 Q4	$14K	Buy	+737	New	+$137K	0.01%	403
2018 Q2	–	Sell	-2,371	Closed	-$53K	–	666
2018 Q1	$53K	Buy	+2,371	New	+$455K	0.02%	315

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Patten Group's IWO Position: Q1 2019 in Review

Patten Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 737 shares — an estimated $14K sold.

Patten Group first reported a position in IWO in Q1 2018 and held it in 2 quarters. The position peaked at $53K in Q1 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

Patten Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 737 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $14K.
Patten Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 2 quarters.
Patten Group's iShares Russell 2000 Growth ETF position peaked at $53K in Q1 2018.
641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.