SteelBridge Private Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SteelBridge Private Wealth Advisors’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 Q3	–	Sell	-4,310	Closed	-$727K	–	49
2017 Q2	$727K	Hold	4,310	–	–	1.02%	23
2017 Q1	$697K	Hold	4,310	–	–	1.06%	20
2016 Q4	$673K	Buy	4,310 +2,330	+118%	+$348K	1.06%	20
2016 Q3	$295K	Hold	1,980	–	–	0.86%	29
2016 Q2	$287K	Sell	1,980 -1,720	-46%	-$232K	0.87%	29
2016 Q1	$491K	Buy	+3,700	New	+$462K	1%	22

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SteelBridge Private Wealth Advisors's IWO Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 4,310 shares — an estimated $727K sold.

SteelBridge Private Wealth Advisors first reported a position in IWO in Q1 2016 and held it in 6 quarters. The position peaked at $727K in Q2 2017. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 4,310 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $727K.
SteelBridge Private Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 6 quarters.
SteelBridge Private Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $727K in Q2 2017.
477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.