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Solaris Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Solaris Asset Management’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 		– Sell
-13
Closed -$2K – 255
2017
Q3 		$2K Buy
+13
New +$2.21K ﹤0.01% 260
2016
Q4 		– Sell
-250
Closed -$37K – 343
2016
Q3 		$37K Buy
+250
New +$36.4K 0.02% 187

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

Solaris Asset Management's IWO Position: Q4 2017 in Review

Solaris Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 13 shares — an estimated $2K sold.

Solaris Asset Management first reported a position in IWO in Q3 2016 and held it in 2 quarters. The position peaked at $37K in Q3 2016. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • Solaris Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Solaris Asset Management sold 13 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $2K.
  • Solaris Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and held it in 2 quarters.
  • Solaris Asset Management's iShares Russell 2000 Growth ETF position peaked at $37K in Q3 2016.
  • 552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on Solaris Asset Management's 13F filing for Q4 2017, filed 16 Jan 2018.