PWAG
IWO icon

Polaris Wealth Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Polaris Wealth Advisory 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
-45
Closed -$9K – 526
2018
Q2 		$9K Hold
45
– – ﹤0.01% 208
2018
Q1 		$9K Buy
+45
New +$8.64K ﹤0.01% 367
2016
Q1 		– Sell
-75,887
Closed -$10.6M – 125
2015
Q4 		$10.6M Sell
75,887
-6,613
-8% -$938K 1.71% 16
2015
Q3 		$11.1M Sell
82,500
-1,722
-2% -$255K 2.26% 15
2015
Q2 		$13M Sell
84,222
-1,296
-2% -$199K 2.59% 11
2015
Q1 		$13M Sell
85,518
-2,703
-3% -$394K 2.36% 12
2014
Q4 		$12.6M Buy
88,221
+3,939
+5% +$533K 2.58% 16
2014
Q3 		$10.9M Buy
84,282
+5,927
+8% +$794K 2.45% 18
2014
Q2 		$10.8M Sell
78,355
-91,679
-54% -$12.1M 2.41% 19
2014
Q1 		$23.1M Buy
170,034
+3,459
+2% +$473K 5.41% 3
2013
Q4 		$22.6M Buy
166,575
+85,572
+106% +$11.1M 5.55% 3
2013
Q3 		$10.2M Buy
81,003
+1,000
+1% +$121K 3.17% 16
2013
Q2 		$8.92M Buy
+80,003
New +$8.74M 3.58% 14

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Polaris Wealth Advisory Group's IWO Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2018, closing a stake of 45 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in IWO in Q2 2013 and held it in 13 quarters. The position peaked at $23.1M in Q1 2014. 609 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

  • Polaris Wealth Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 45 iShares Russell 2000 Growth ETF shares in Q3 2018, an estimated $9K.
  • Polaris Wealth Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 13 quarters.
  • Polaris Wealth Advisory Group's iShares Russell 2000 Growth ETF position peaked at $23.1M in Q1 2014.
  • 609 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.