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

WealthShield’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 		$37K Buy
+194
New +$35.4K 0.02% 160

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthShield's IWO Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2017: 194 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings.

553 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • WealthShield held 194 shares of iShares Russell 2000 Growth ETF worth $37K as of Q4 2017.
  • iShares Russell 2000 Growth ETF was a new WealthShield position in Q4 2017.
  • iShares Russell 2000 Growth ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #160 holding.
  • 553 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.