VCM
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Virtue Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Virtue Capital Management’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
Q2 		– Sell
-14
Closed -$3K – 330
2018
Q1 		$3K Sell
14
-96
-87% -$18.4K ﹤0.01% 470
2017
Q4 		$21K Buy
+110
New +$20.1K 0.01% 282

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Virtue Capital Management's IWO Position: Q2 2018 in Review

Virtue Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2018, closing a stake of 14 shares — an estimated $3K sold.

Virtue Capital Management first reported a position in IWO in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2017. 593 funds tracked by Wall St. Rank hold IWO as of Q2 2018.

  • Virtue Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 14 iShares Russell 2000 Growth ETF shares in Q2 2018, an estimated $3K.
  • Virtue Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 2 quarters.
  • Virtue Capital Management's iShares Russell 2000 Growth ETF position peaked at $21K in Q4 2017.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2018.

Based on Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.