WSA
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Wall Street Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wall Street Associates’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
2015
Q3 		– Sell
-49,900
Closed -$7.71M – 328
2015
Q2 		$7.71M Buy
+49,900
New +$7.65M 0.73% 40
2014
Q4 		– Sell
-12,000
Closed -$1.56M – 334
2014
Q3 		$1.56M Buy
12,000
+5,000
+71% +$670K 0.16% 165
2014
Q2 		$969K Sell
7,000
-29,900
-81% -$3.93M 0.08% 214
2014
Q1 		$5.02M Buy
36,900
+14,300
+63% +$1.96M 0.41% 90
2013
Q4 		$3.06M Buy
22,600
+6,800
+43% +$881K 0.25% 129
2013
Q3 		$1.99M Buy
15,800
+12,000
+316% +$1.45M 0.19% 161
2013
Q2 		$424K Buy
+3,800
New +$415K 0.04% 251

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return