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Vickerman & Driscoll Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Vickerman & Driscoll 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
2018
Q4 		– Sell
-308
Closed -$66K – 87
2018
Q3 		$66K Hold
308
– – 0.05% 79
2018
Q2 		$63K Sell
308
-30
-9% -$6K 0.05% 80
2018
Q1 		$64K Sell
338
-60
-15% -$11.5K 0.05% 82
2017
Q4 		$74K Buy
+398
New +$72.7K 0.06% 76

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWO Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 308 shares — an estimated $66K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWO in Q4 2017 and held it in 4 quarters. The position peaked at $74K in Q4 2017. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 308 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $66K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $74K in Q4 2017.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.