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

Piershale Financial 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
2018 Q3	–	Sell	-76,965	Closed	-$15.7M	–	28
2018 Q2	$15.7M	Buy	76,965 +43,251	+128%	+$8.65M	8.21%	6
2018 Q1	$6.25M	Buy	+33,714	New	+$6.47M	3.3%	7
2016 Q4	–	Sell	-41,232	Closed	-$6.14M	–	74
2016 Q3	$6.14M	Buy	+41,232	New	+$6.01M	4.67%	7
2016 Q1	–	Sell	-93,203	Closed	-$13M	–	169
2015 Q4	$13M	Sell	93,203 -8,551	-8%	-$1.21M	7.89%	5
2015 Q3	$13.6M	Buy	101,754 +16,627	+20%	+$2.46M	10.37%	8
2015 Q2	$13.2M	Buy	85,127 +3,479	+4%	+$533K	9.91%	4
2015 Q1	$12.4M	Buy	+81,648	New	+$11.9M	9.81%	4

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Piershale Financial Group's IWO Position: Q3 2018 in Review

Piershale Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2018, closing a stake of 76,965 shares — an estimated $15.7M sold.

Piershale Financial Group first reported a position in IWO in Q1 2015 and held it in 7 quarters. The position peaked at $15.7M in Q2 2018. 608 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

Piershale Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
Piershale Financial Group sold 76,965 iShares Russell 2000 Growth ETF shares in Q3 2018, an estimated $15.7M.
Piershale Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 7 quarters.
Piershale Financial Group's iShares Russell 2000 Growth ETF position peaked at $15.7M in Q2 2018.
608 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

Based on Piershale Financial Group's 13F filing for Q3 2018, filed 23 Oct 2018.