Psagot Value Holdings’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Psagot Value Holdings’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
2016 Q2	–	Sell	-61	Closed	-$8K	–	384
2016 Q1	$8K	Hold	61	–	–	﹤0.01%	339
2015 Q4	$8K	Hold	61	–	–	﹤0.01%	355
2015 Q3	$8K	Hold	61	–	–	﹤0.01%	345
2015 Q2	$9K	Hold	61	–	–	﹤0.01%	357
2015 Q1	$9K	Hold	61	–	–	﹤0.01%	338
2014 Q4	$9K	Hold	61	–	–	﹤0.01%	347
2014 Q3	$8K	Hold	61	–	–	﹤0.01%	392
2014 Q2	$8K	Hold	61	–	–	﹤0.01%	394
2014 Q1	$8K	Hold	61	–	–	﹤0.01%	457
2013 Q4	$8K	Hold	61	–	–	﹤0.01%	414
2013 Q3	$8K	Hold	61	–	–	﹤0.01%	403
2013 Q2	$7K	Buy	+61	New	+$6.66K	﹤0.01%	285

Other funds holding IWO

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

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Psagot Value Holdings's IWO Position: Q2 2016 in Review

Psagot Value Holdings sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2016, closing a stake of 61 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in IWO in Q2 2013 and held it in 12 quarters. The position peaked at $9K in Q2 2015. 411 funds tracked by Wall St. Rank hold IWO as of Q2 2016.

Psagot Value Holdings reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2016 after selling out during the quarter.
Psagot Value Holdings sold 61 iShares Russell 2000 Growth ETF shares in Q2 2016, an estimated $8K.
Psagot Value Holdings first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 12 quarters.
Psagot Value Holdings's iShares Russell 2000 Growth ETF position peaked at $9K in Q2 2015.
411 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2016.

Based on Psagot Value Holdings's 13F filing for Q2 2016, filed 9 Aug 2016.