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Redwood Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Redwood Investment Management’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
2019
Q1 		– Sell
-7,122
Closed -$1.2M – 151
2018
Q4 		$1.2M Buy
+7,122
New +$1.33M 0.9% 10
2018
Q1 		– Sell
-4,933
Closed -$921K – 135
2017
Q4 		$921K Buy
+4,933
New +$900K 0.4% 42

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Redwood Investment Management's IWO Position: Q1 2019 in Review

Redwood Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 7,122 shares — an estimated $1.2M sold.

Redwood Investment Management first reported a position in IWO in Q4 2017 and held it in 2 quarters. The position peaked at $1.2M in Q4 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • Redwood Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Redwood Investment Management sold 7,122 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $1.2M.
  • Redwood Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 2 quarters.
  • Redwood Investment Management's iShares Russell 2000 Growth ETF position peaked at $1.2M in Q4 2018.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Redwood Investment Management's 13F filing for Q1 2019, filed 16 May 2019.