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Strategic Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Strategic Wealth 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
-7,400
Closed -$1.05M – 49
2014
Q4 		$1.05M Buy
+7,400
New +$1M 1.03% 20

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

Strategic Wealth Management's IWO Position: Q1 2015 in Review

Strategic Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2015, closing a stake of 7,400 shares — an estimated $1.05M sold.

Strategic Wealth Management first reported a position in IWO in Q4 2014 and held it in 1 quarter. The position peaked at $1.05M in Q4 2014. 399 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

  • Strategic Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 7,400 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $1.05M.
  • Strategic Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • Strategic Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.05M in Q4 2014.
  • 399 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.