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

Signator 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
2013
Q3 		$949K Buy
7,542
+7
+0.1% +$844 0.93% 12
2013
Q2 		$840K Buy
+7,535
New +$823K 0.9% 12

Other funds holding IWO

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
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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Signator Financial Services's IWO Position: Q3 2013 in Review

Signator Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q3 2013, buying an estimated $844 and bringing the position to 7,542 shares worth $949K. The position accounts for 0.93% of the portfolio, ranked #12.

Signator Financial Services first reported a position in IWO in Q2 2013 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold IWO as of Q3 2013.

  • Signator Financial Services held 7,542 shares of iShares Russell 2000 Growth ETF worth $949K as of Q3 2013.
  • Signator Financial Services bought 7 iShares Russell 2000 Growth ETF shares in Q3 2013, an estimated $844.
  • iShares Russell 2000 Growth ETF made up 0.93% of Signator Financial Services's portfolio in Q3 2013, its #12 holding.
  • Signator Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.