Telemus Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Telemus Capital’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
2020 Q1	–	Sell	-1,089	Closed	-$233K	–	404
2019 Q4	$233K	Hold	1,089	–	–	0.02%	343
2019 Q3	$210K	Buy	+1,089	New	+$216K	0.02%	362
2019 Q2	–	Sell	-1,431	Closed	-$281K	–	400
2019 Q1	$281K	Sell	1,431 -45	-3%	-$8.56K	0.02%	344
2018 Q4	$248K	Buy	1,476 +57	+4%	+$10.6K	0.02%	358
2018 Q3	$305K	Buy	1,419 +89	+7%	+$19K	0.02%	360
2018 Q2	$272K	Buy	1,330 +7	+0.5%	+$1.4K	0.02%	375
2018 Q1	$252K	Hold	1,323	–	–	0.02%	375
2017 Q4	$247K	Buy	+1,323	New	+$241K	0.02%	379
2017 Q3	–	Sell	-1,323	Closed	-$223K	–	339
2017 Q2	$223K	Buy	1,323 +40	+3%	+$6.58K	0.02%	329
2017 Q1	$207K	Buy	+1,283	New	+$204K	0.02%	321
2016 Q4	–	Sell	-1,513	Closed	-$225K	–	325
2016 Q3	$225K	Hold	1,513	–	–	0.03%	316
2016 Q2	$208K	Buy	+1,513	New	+$204K	0.03%	321

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Telemus Capital's IWO Position: Q1 2020 in Review

Telemus Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 1,089 shares — an estimated $233K sold.

Telemus Capital first reported a position in IWO in Q2 2016 and held it in 12 quarters. The position peaked at $305K in Q3 2018. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

Telemus Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Telemus Capital sold 1,089 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $233K.
Telemus Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and held it in 12 quarters.
Telemus Capital's iShares Russell 2000 Growth ETF position peaked at $305K in Q3 2018.
624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Telemus Capital's 13F filing for Q1 2020, filed 5 Jun 2020.