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Vantage Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Vantage Investment 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
2017
Q3 		– Sell
-711
Closed -$120K – 810
2017
Q2 		$120K Sell
711
-123
-15% -$20.2K 0.03% 164
2017
Q1 		$135K Sell
834
-49
-6% -$7.78K 0.04% 148
2016
Q4 		$136K Buy
883
+13
+1% +$1.94K 0.06% 141
2016
Q3 		$130K Sell
870
-2,172
-71% -$317K 0.06% 137
2016
Q2 		$417K Buy
3,042
+129
+4% +$17.4K 0.18% 82
2016
Q1 		$386K Sell
2,913
-1,372
-32% -$171K 0.17% 84
2015
Q4 		$597K Buy
4,285
+582
+16% +$82.5K 0.3% 63
2015
Q3 		$496K Buy
3,703
+21
+0.6% +$3.11K 0.28% 65
2015
Q2 		$569K Sell
3,682
-3,052
-45% -$468K 0.31% 61
2015
Q1 		$1.02M Buy
6,734
+5,352
+387% +$780K 0.29% 62
2014
Q4 		$197K Buy
1,382
+239
+21% +$32.3K 0.11% 110
2014
Q3 		$148K Sell
1,143
-37
-3% -$4.96K 0.09% 127
2014
Q2 		$163K Sell
1,180
-56
-5% -$7.36K 0.1% 120
2014
Q1 		$168K Buy
1,236
+103
+9% +$14.1K 0.11% 112
2013
Q4 		$154K Buy
+1,133
New +$147K 0.11% 113

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

Vantage Investment Advisors's IWO Position: Q3 2017 in Review

Vantage Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 711 shares — an estimated $120K sold.

Vantage Investment Advisors first reported a position in IWO in Q4 2013 and held it in 15 quarters. The position peaked at $1.02M in Q1 2015. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • Vantage Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Vantage Investment Advisors sold 711 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $120K.
  • Vantage Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 15 quarters.
  • Vantage Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $1.02M in Q1 2015.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Vantage Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.