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

Ruggie Capital Group’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
-80
Closed -$13K – 304
2018
Q4 		$13K Buy
+80
New +$14.9K 0.01% 289
2015
Q3 		– Sell
-10
Closed -$1K – 267
2015
Q2 		$1K Hold
10
– – ﹤0.01% 316
2015
Q1 		$1K Sell
10
-1,100
-99% -$160K ﹤0.01% 254
2014
Q4 		$130K Buy
+1,110
New +$150K 0.12% 50

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 $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ruggie Capital Group's IWO Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 80 shares — an estimated $13K sold.

Ruggie Capital Group first reported a position in IWO in Q4 2014 and held it in 4 quarters. The position peaked at $130K in Q4 2014. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 80 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $13K.
  • Ruggie Capital Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 4 quarters.
  • Ruggie Capital Group's iShares Russell 2000 Growth ETF position peaked at $130K in Q4 2014.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.