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Tower Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tower Trust’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
2014
Q1 		$876K Buy
+6,437
New +$880K 0.55% 50

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Tower Trust's IWO Position: Q1 2014 in Review

Tower Trust opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2014: 6,437 shares worth $876K. The stake represents 0.55% of the portfolio and ranks #50 among its holdings.

365 funds tracked by Wall St. Rank hold IWO as of Q1 2014.

  • Tower Trust held 6,437 shares of iShares Russell 2000 Growth ETF worth $876K as of Q1 2014.
  • iShares Russell 2000 Growth ETF was a new Tower Trust position in Q1 2014.
  • iShares Russell 2000 Growth ETF made up 0.55% of Tower Trust's portfolio in Q1 2014, its #50 holding.
  • 365 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.