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

Piper Sandler & 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
2018
Q2 		– Sell
-6,150
Closed -$1.17M – 17
2018
Q1 		$1.17M Buy
+6,150
New +$1.18M 2.28% 6

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

Piper Sandler & Co's IWO Position: Q2 2018 in Review

Piper Sandler & Co sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2018, closing a stake of 6,150 shares — an estimated $1.17M sold.

Piper Sandler & Co first reported a position in IWO in Q1 2018 and held it in 1 quarter. The position peaked at $1.17M in Q1 2018. 593 funds tracked by Wall St. Rank hold IWO as of Q2 2018.

  • Piper Sandler & Co reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Piper Sandler & Co sold 6,150 iShares Russell 2000 Growth ETF shares in Q2 2018, an estimated $1.17M.
  • Piper Sandler & Co first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Piper Sandler & Co's iShares Russell 2000 Growth ETF position peaked at $1.17M in Q1 2018.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2018.

Based on Piper Sandler & Co's 13F filing for Q2 2018, filed 13 Aug 2018.