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Wharton Business Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wharton Business Group’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
2015
Q3 		– Sell
-1,329
Closed -$205 – 133
2015
Q2 		$205 Hold
1,329
– – 0.01% 125
2015
Q1 		$201K Buy
+1,329
New +$194K 0.02% 134
2014
Q3 		– Sell
-1,844
Closed -$255K – 144
2014
Q2 		$255K Hold
1,844
– – 0.03% 129
2014
Q1 		$251K Hold
1,844
– – 0.02% 138
2013
Q4 		$250K Sell
1,844
-331
-15% -$42.9K 0.02% 135
2013
Q3 		$274K Hold
2,175
– – 0.02% 133
2013
Q2 		$243K Buy
+2,175
New +$238K 0.02% 133

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wharton Business Group's IWO Position: Q3 2015 in Review

Wharton Business Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2015, closing a stake of 1,329 shares — an estimated $205 sold.

Wharton Business Group first reported a position in IWO in Q2 2013 and held it in 7 quarters. The position peaked at $274K in Q3 2013. 401 funds tracked by Wall St. Rank hold IWO as of Q3 2015.

  • Wharton Business Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Wharton Business Group sold 1,329 iShares Russell 2000 Growth ETF shares in Q3 2015, an estimated $205.
  • Wharton Business Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 7 quarters.
  • Wharton Business Group's iShares Russell 2000 Growth ETF position peaked at $274K in Q3 2013.
  • 401 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2015.

Based on Wharton Business Group's 13F filing for Q3 2015, filed 9 Nov 2015.