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Pecaut & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pecaut & Co’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
-355
Closed -$60K – 75
2018
Q4 		$60K Sell
355
-355
-50% -$66.2K 0.05% 58
2018
Q3 		$153K Buy
+710
New +$151K 0.11% 60

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pecaut & Co's IWO Position: Q1 2019 in Review

Pecaut & Co sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 355 shares — an estimated $60K sold.

Pecaut & Co first reported a position in IWO in Q3 2018 and held it in 2 quarters. The position peaked at $153K in Q3 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • Pecaut & Co reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Pecaut & Co sold 355 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $60K.
  • Pecaut & Co first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 2 quarters.
  • Pecaut & Co's iShares Russell 2000 Growth ETF position peaked at $153K in Q3 2018.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Pecaut & Co's 13F filing for Q1 2019, filed 8 May 2019.