Wealthfront’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealthfront’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
2017 Q4	–	Sell	-6,427	Closed	-$1.15M	–	516
2017 Q3	$1.15M	Buy	+6,427	New	+$1.09M	0.01%	169
2016 Q1	–	Sell	-1,475	Closed	-$205K	–	345
2015 Q4	$205K	Buy	1,475 +1,223	+485%	+$173K	0.01%	287
2015 Q3	$34K	Buy	+252	New	+$37.3K	﹤0.01%	589
2015 Q2	–	Sell	-18	Closed	-$3K	–	1344
2015 Q1	$3K	Buy	+18	New	+$2.62K	﹤0.01%	915

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Wealthfront's IWO Position: Q4 2017 in Review

Wealthfront sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 6,427 shares — an estimated $1.15M sold.

Wealthfront first reported a position in IWO in Q1 2015 and held it in 4 quarters. The position peaked at $1.15M in Q3 2017. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

Wealthfront reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
Wealthfront sold 6,427 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $1.15M.
Wealthfront first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 4 quarters.
Wealthfront's iShares Russell 2000 Growth ETF position peaked at $1.15M in Q3 2017.
552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.