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SSI Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SSI Investment 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
2015
Q1 		– Sell
-2,279
Closed -$325K – 323
2014
Q4 		$325K Buy
2,279
+54
+2% +$7.31K 0.03% 269
2014
Q3 		$289K Buy
2,225
+470
+27% +$63K 0.03% 310
2014
Q2 		$243K Sell
1,755
-445
-20% -$58.5K 0.02% 349
2014
Q1 		$299K Buy
+2,200
New +$301K 0.03% 324

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SSI Investment Management's IWO Position: Q1 2015 in Review

SSI Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2015, closing a stake of 2,279 shares — an estimated $325K sold.

SSI Investment Management first reported a position in IWO in Q1 2014 and held it in 4 quarters. The position peaked at $325K in Q4 2014. 399 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

  • SSI Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • SSI Investment Management sold 2,279 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $325K.
  • SSI Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and held it in 4 quarters.
  • SSI Investment Management's iShares Russell 2000 Growth ETF position peaked at $325K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

Based on SSI Investment Management's 13F filing for Q1 2015, filed 12 May 2015.