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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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.