RFS
IWO icon

Rockefeller Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rockefeller Financial Services’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 		$414K Hold
2,220
– – 0.01% 296
2017
Q3 		$397K Buy
+2,220
New +$377K 0.01% 279
2017
Q1 		– Sell
-48
Closed -$7K – 483
2016
Q4 		$7K Hold
48
– – ﹤0.01% 477
2016
Q3 		$7K Hold
48
– – ﹤0.01% 435
2016
Q2 		$7K Hold
48
– – ﹤0.01% 445
2016
Q1 		$6K Hold
48
– – ﹤0.01% 555
2015
Q4 		$7K Buy
+48
New +$6.81K ﹤0.01% 500

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

Rockefeller Financial Services's IWO Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2017 at 2,220 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #296.

Rockefeller Financial Services first reported a position in IWO in Q4 2015 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • Rockefeller Financial Services held 2,220 shares of iShares Russell 2000 Growth ETF worth $414K as of Q4 2017.
  • Rockefeller Financial Services left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2017.
  • iShares Russell 2000 Growth ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #296 holding.
  • Rockefeller Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 7 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.