Rushmore Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rushmore Investment 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
2013 Q2	$8.13M	Buy	+72,935	New	+$7.97M	1.66%	11

Other funds holding IWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rushmore Investment Advisors's IWO Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2013: 72,935 shares worth $8.13M. The stake represents 1.66% of the portfolio and ranks #11 among its holdings.

293 funds tracked by Wall St. Rank hold IWO as of Q2 2013.

Rushmore Investment Advisors held 72,935 shares of iShares Russell 2000 Growth ETF worth $8.13M as of Q2 2013.
iShares Russell 2000 Growth ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares Russell 2000 Growth ETF made up 1.66% of Rushmore Investment Advisors's portfolio in Q2 2013, its #11 holding.
293 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.