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

WFG Advisors’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
Q2 		$1.76M Buy
10,449
+442
+4% +$72.8K 0.4% 63
2017
Q1 		$1.62M Buy
10,007
+8,659
+642% +$1.37M 0.43% 56
2016
Q4 		$207K Sell
1,348
-846
-39% -$126K 0.05% 371
2016
Q3 		$327K Hold
2,194
– – 0.08% 243
2016
Q2 		$301K Sell
2,194
-33
-1% -$4.45K 0.08% 244
2016
Q1 		$295K Buy
2,227
+1,335
+150% +$167K 0.09% 238
2015
Q4 		$124K Sell
892
-1,732
-66% -$246K 0.04% 415
2015
Q3 		$352K Buy
2,624
+81
+3% +$12K 0.11% 193
2015
Q2 		$393K Hold
2,543
– – 0.11% 203
2015
Q1 		$385K Sell
2,543
-378
-13% -$55.1K 0.11% 214
2014
Q4 		$416K Sell
2,921
-735
-20% -$99.4K 0.08% 261
2014
Q3 		$474K Sell
3,656
-49
-1% -$6.57K 0.09% 267
2014
Q2 		$513K Sell
3,705
-495
-12% -$65.1K 0.1% 255
2014
Q1 		$571K Sell
4,200
-538
-11% -$73.6K 0.11% 211
2013
Q4 		$642K Sell
4,738
-174
-4% -$22.5K 0.09% 254
2013
Q3 		$618K Sell
4,912
-9,927
-67% -$1.2M 0.1% 241
2013
Q2 		$1.66M Buy
+14,839
New +$1.62M 0.28% 85

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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

WFG Advisors's IWO Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.4% in Q2 2017, buying an estimated $72.8K and bringing the position to 10,449 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #63.

WFG Advisors first reported a position in IWO in Q2 2013 and has held it in 17 quarters since. 474 funds tracked by Wall St. Rank hold IWO as of Q2 2017.

  • WFG Advisors held 10,449 shares of iShares Russell 2000 Growth ETF worth $1.76M as of Q2 2017.
  • WFG Advisors bought 442 iShares Russell 2000 Growth ETF shares in Q2 2017, an estimated $72.8K.
  • iShares Russell 2000 Growth ETF made up 0.4% of WFG Advisors's portfolio in Q2 2017, its #63 holding.
  • WFG Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 17 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.