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

Pier Capital’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
Q2 		– Sell
-30,308
Closed -$5.78M – 115
2018
Q1 		$5.78M Sell
30,308
-25,617
-46% -$4.92M 0.99% 57
2017
Q4 		$10.4M Buy
55,925
+41,612
+291% +$7.6M 1.78% 1
2017
Q3 		$2.56M Sell
14,313
-17,476
-55% -$2.97M 0.44% 99
2017
Q2 		$5.37M Buy
+31,789
New +$5.23M 0.93% 72
2017
Q1 		– Sell
-22,608
Closed -$3.48M – 118
2016
Q4 		$3.48M Sell
22,608
-9,296
-29% -$1.39M 0.63% 92
2016
Q3 		$4.75M Sell
31,904
-15,676
-33% -$2.28M 0.84% 85
2016
Q2 		$6.53M Buy
47,580
+30,593
+180% +$4.13M 1.19% 17
2016
Q1 		$2.25M Buy
16,987
+5,436
+47% +$678K 0.43% 99
2015
Q4 		$1.61M Sell
11,551
-930
-7% -$132K 0.28% 100
2015
Q3 		$1.67M Sell
12,481
-60,690
-83% -$8.99M 0.27% 107
2015
Q2 		$11.3M Buy
73,171
+63,172
+632% +$9.68M 1.63% 1
2015
Q1 		$1.51M Sell
9,999
-64,437
-87% -$9.39M 0.23% 98
2014
Q4 		$10.6M Buy
74,436
+48,719
+189% +$6.59M 1.57% 5
2014
Q3 		$3.33M Sell
25,717
-15,061
-37% -$2.02M 0.53% 90
2014
Q2 		$5.64M Sell
40,778
-26,796
-40% -$3.52M 0.8% 78
2014
Q1 		$9.19M Sell
67,574
-18,900
-22% -$2.58M 1.18% 16
2013
Q4 		$11.7M Buy
86,474
+17,900
+26% +$2.32M 1.56% 9
2013
Q3 		$8.63M Buy
+68,574
New +$8.26M 1.22% 13

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Pier Capital's IWO Position: Q2 2018 in Review

Pier Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2018, closing a stake of 30,308 shares — an estimated $5.78M sold.

Pier Capital first reported a position in IWO in Q3 2013 and held it in 18 quarters. The position peaked at $11.7M in Q4 2013. 593 funds tracked by Wall St. Rank hold IWO as of Q2 2018.

  • Pier Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Pier Capital sold 30,308 iShares Russell 2000 Growth ETF shares in Q2 2018, an estimated $5.78M.
  • Pier Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 18 quarters.
  • Pier Capital's iShares Russell 2000 Growth ETF position peaked at $11.7M in Q4 2013.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2018.

Based on Pier Capital's 13F filing for Q2 2018, filed 8 Aug 2018.