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Stanley-Laman Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stanley-Laman 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
2018
Q4 		– Sell
-1,022
Closed -$220K – 277
2018
Q3 		$220K Buy
+1,022
New +$218K 0.05% 201

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stanley-Laman Group's IWO Position: Q4 2018 in Review

Stanley-Laman Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 1,022 shares — an estimated $220K sold.

Stanley-Laman Group first reported a position in IWO in Q3 2018 and held it in 1 quarter. The position peaked at $220K in Q3 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • Stanley-Laman Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Stanley-Laman Group sold 1,022 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $220K.
  • Stanley-Laman Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 1 quarter.
  • Stanley-Laman Group's iShares Russell 2000 Growth ETF position peaked at $220K in Q3 2018.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Stanley-Laman Group's 13F filing for Q4 2018, filed 7 Feb 2019.