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ProVise Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

ProVise Management 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
2017
Q4 		– Sell
-2,305
Closed -$413K – 320
2017
Q3 		$413K Hold
2,305
– – 0.06% 225
2017
Q2 		$389K Buy
+2,305
New +$379K 0.06% 238

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ProVise Management Group's IWO Position: Q4 2017 in Review

ProVise Management Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 2,305 shares — an estimated $413K sold.

ProVise Management Group first reported a position in IWO in Q2 2017 and held it in 2 quarters. The position peaked at $413K in Q3 2017. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • ProVise Management Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • ProVise Management Group sold 2,305 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $413K.
  • ProVise Management Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 2 quarters.
  • ProVise Management Group's iShares Russell 2000 Growth ETF position peaked at $413K in Q3 2017.
  • 552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on ProVise Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.