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SNS Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SNS Financial 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
2015
Q3 		– Sell
-30,340
Closed -$4.69M – 126
2015
Q2 		$4.69M Sell
30,340
-890
-3% -$136K 1.42% 14
2015
Q1 		$4.73M Buy
+31,230
New +$4.55M 1.72% 12
2013
Q3 		– Sell
-18,840
Closed -$2.1M – 123
2013
Q2 		$2.1M Buy
+18,840
New +$2.06M 0.79% 16

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SNS Financial Group's IWO Position: Q3 2015 in Review

SNS Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2015, closing a stake of 30,340 shares — an estimated $4.69M sold.

SNS Financial Group first reported a position in IWO in Q2 2013 and held it in 3 quarters. The position peaked at $4.73M in Q1 2015. 401 funds tracked by Wall St. Rank hold IWO as of Q3 2015.

  • SNS Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • SNS Financial Group sold 30,340 iShares Russell 2000 Growth ETF shares in Q3 2015, an estimated $4.69M.
  • SNS Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 3 quarters.
  • SNS Financial Group's iShares Russell 2000 Growth ETF position peaked at $4.73M in Q1 2015.
  • 401 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2015.

Based on SNS Financial Group's 13F filing for Q3 2015, filed 12 Nov 2015.