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Robertson Stephens Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Robertson Stephens Advisors’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
Q3 		$393K Sell
2,198
-1,312
-37% -$223K 0.34% 51
2017
Q2 		$592K Sell
3,510
-515
-13% -$84.8K 0.53% 37
2017
Q1 		$651K Buy
4,025
+4
+0.1% +$635 0.58% 42
2016
Q4 		$619K Buy
+4,021
New +$600K 0.35% 69

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Robertson Stephens Advisors's IWO Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 37% in Q3 2017, selling an estimated $223K and leaving 2,198 shares worth $393K. The position accounts for 0.34% of the portfolio, ranked #51.

Robertson Stephens Advisors first reported a position in IWO in Q4 2016 and has held it in 4 quarters since. The position peaked at $651K in Q1 2017. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • Robertson Stephens Advisors held 2,198 shares of iShares Russell 2000 Growth ETF worth $393K as of Q3 2017.
  • Robertson Stephens Advisors sold 1,312 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $223K.
  • iShares Russell 2000 Growth ETF made up 0.34% of Robertson Stephens Advisors's portfolio in Q3 2017, its #51 holding.
  • Robertson Stephens Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Russell 2000 Growth ETF position peaked at $651K in Q1 2017.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.