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

Vestor 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
2019 Q1	–	Sell	-670	Closed	-$113K	–	148
2018 Q4	$113K	Hold	670	–	–	0.02%	80
2018 Q3	$144K	Hold	670	–	–	0.03%	83
2018 Q2	$137K	Hold	670	–	–	0.03%	85
2018 Q1	$128K	Hold	670	–	–	0.03%	86
2017 Q4	$125K	Sell	670 -21	-3%	-$3.83K	0.03%	87
2017 Q3	$124K	Hold	691	–	–	0.03%	91
2017 Q2	$117K	Buy	+691	New	+$114K	0.03%	92

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Vestor Capital's IWO Position: Q1 2019 in Review

Vestor Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 670 shares — an estimated $113K sold.

Vestor Capital first reported a position in IWO in Q2 2017 and held it in 7 quarters. The position peaked at $144K in Q3 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

Vestor Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
Vestor Capital sold 670 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $113K.
Vestor Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 7 quarters.
Vestor Capital's iShares Russell 2000 Growth ETF position peaked at $144K in Q3 2018.
641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Vestor Capital's 13F filing for Q1 2019, filed 13 May 2019.