US Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

US Financial 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
2016 Q2	–	Sell	-269	Closed	-$36K	–	212
2016 Q1	$36K	Sell	269 -225	-46%	-$28.1K	0.06%	104
2015 Q4	$69K	Buy	494 +218	+79%	+$30.9K	0.07%	119
2015 Q3	$37K	Buy	276 +51	+23%	+$7.55K	0.06%	138
2015 Q2	$35K	Hold	225	–	–	0.03%	133
2015 Q1	$34K	Sell	225 -15	-6%	-$2.19K	0.03%	148
2014 Q4	$34K	Buy	+240	New	+$32.5K	0.03%	139

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

US Financial Advisors's IWO Position: Q2 2016 in Review

US Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2016, closing a stake of 269 shares — an estimated $36K sold.

US Financial Advisors first reported a position in IWO in Q4 2014 and held it in 6 quarters. The position peaked at $69K in Q4 2015. 411 funds tracked by Wall St. Rank hold IWO as of Q2 2016.

US Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 269 iShares Russell 2000 Growth ETF shares in Q2 2016, an estimated $36K.
US Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $69K in Q4 2015.
411 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.