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Ullmann Wealth Partners Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ullmann Wealth Partners 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
2017
Q3 		– Sell
-466
Closed -$78K – 91
2017
Q2 		$78K Hold
466
– – 0.06% 79
2017
Q1 		$75K Buy
+466
New +$74K 0.06% 73

Other funds holding IWO

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Ullmann Wealth Partners Group's IWO Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 466 shares — an estimated $78K sold.

Ullmann Wealth Partners Group first reported a position in IWO in Q1 2017 and held it in 2 quarters. The position peaked at $78K in Q2 2017. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 466 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $78K.
  • Ullmann Wealth Partners Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's iShares Russell 2000 Growth ETF position peaked at $78K in Q2 2017.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.