Westside Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Westside Investment Management’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
2019 Q2	$30	Buy	+150	New	+$29.7K	﹤0.01%	364
2018 Q4	$25.2K	Buy	+150	New	+$28K	0.01%	361
2018 Q3	–	Sell	-150	Closed	-$30.9K	–	780
2018 Q2	$30.9K	Hold	150	–	–	0.01%	341
2018 Q1	$27.8K	Hold	150	–	–	0.02%	341
2017 Q4	$28.5K	Hold	150	–	–	0.02%	345
2017 Q3	$27.1K	Hold	150	–	–	0.02%	344
2017 Q2	$25.2K	Hold	150	–	–	0.02%	348
2017 Q1	$23.7K	Buy	+150	New	+$23.8K	0.01%	335

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

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

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

Westside Investment Management's IWO Position: Q2 2019 in Review

Westside Investment Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2019: 150 shares worth $30. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in IWO as recently as Q4 2018.

Westside Investment Management first reported a position in IWO in Q1 2017 and has held it in 8 quarters since. The position peaked at $30.9K in Q2 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

Westside Investment Management held 150 shares of iShares Russell 2000 Growth ETF worth $30 as of Q2 2019.
iShares Russell 2000 Growth ETF was a new Westside Investment Management position in Q2 2019.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2019, its #364 holding.
Westside Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 8 quarters since.
Westside Investment Management's iShares Russell 2000 Growth ETF position peaked at $30.9K in Q2 2018.
631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.