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RegentAtlantic Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-69
Closed -$9.82K – 622
2014
Q4 		$9.82K Buy
+69
New +$9.34K ﹤0.01% 913

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

RegentAtlantic Capital's IWO Position: Q1 2015 in Review

RegentAtlantic Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2015, closing a stake of 69 shares — an estimated $9.82K sold.

RegentAtlantic Capital first reported a position in IWO in Q4 2014 and held it in 1 quarter. The position peaked at $9.82K in Q4 2014. 400 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

  • RegentAtlantic Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 69 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $9.82K.
  • RegentAtlantic Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's iShares Russell 2000 Growth ETF position peaked at $9.82K in Q4 2014.
  • 400 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.