RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-3,500	Closed	-$753K	–	751
2018 Q3	$753K	Sell	3,500 -5,451	-61%	-$1.16M	0.27%	32
2018 Q2	$1.83M	Buy	8,951 +5,352	+149%	+$1.07M	0.68%	17
2018 Q1	$686K	Sell	3,599 -401	-10%	-$77K	0.25%	31
2017 Q4	$747K	Buy	+4,000	New	+$730K	0.29%	33
2016 Q1	–	Sell	-137	Closed	-$19.1K	–	854
2015 Q4	$19.1K	Hold	137	–	–	0.01%	143
2015 Q3	$18.4K	Buy	137 +3	+2%	+$444	0.01%	144
2015 Q2	$20.7K	Sell	134 -16	-11%	-$2.45K	0.01%	134
2015 Q1	$22.7K	Buy	150 +131	+689%	+$19.1K	0.01%	115
2014 Q4	$2.71K	Hold	19	–	–	﹤0.01%	228
2014 Q3	$2.46K	Sell	19 -14	-42%	-$1.88K	﹤0.01%	236
2014 Q2	$4.57K	Buy	33 +3	+10%	+$394	﹤0.01%	186
2014 Q1	$4.08K	Buy	30 +11	+58%	+$1.5K	﹤0.01%	187
2013 Q4	$2.71K	Buy	+19	New	+$2.46K	﹤0.01%	228

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

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

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

RAFFA WEALTH MANAGEMENT, LLC's IWO Position: Q4 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 3,500 shares — an estimated $753K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWO in Q4 2013 and held it in 13 quarters. The position peaked at $1.83M in Q2 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 3,500 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $753K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares Russell 2000 Growth ETF position peaked at $1.83M in Q2 2018.
642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2018, filed 27 Jul 2026.