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WESPAC Advisors SoCal’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WESPAC Advisors SoCal’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
2016
Q2 		– Sell
-97
Closed -$12.9K – 294
2016
Q1 		$12.9K Buy
+97
New +$12.1K 0.01% 183

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WESPAC Advisors SoCal's IWO Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2016, closing a stake of 97 shares — an estimated $12.9K sold.

WESPAC Advisors SoCal first reported a position in IWO in Q1 2016 and held it in 1 quarter. The position peaked at $12.9K in Q1 2016. 411 funds tracked by Wall St. Rank hold IWO as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 97 iShares Russell 2000 Growth ETF shares in Q2 2016, an estimated $12.9K.
  • WESPAC Advisors SoCal first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares Russell 2000 Growth ETF position peaked at $12.9K in Q1 2016.
  • 411 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.