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

Wilmington Trust 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
2014
Q2 		$18.6M Sell
134,918
-114,065
-46% -$15M 3.79% 2
2014
Q1 		$33.9M Sell
248,983
-5,777
-2% -$790K 6.82% 2
2013
Q4 		$34.5M Buy
254,760
+10,696
+4% +$1.39M 6.85% 2
2013
Q3 		$30.7M Sell
244,064
-17,088
-7% -$2.06M 6.43% 2
2013
Q2 		$29.1M Buy
+261,152
New +$28.5M 6.26% 2

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wilmington Trust Investment Management's IWO Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 46% in Q2 2014, selling an estimated $15M and leaving 134,918 shares worth $18.6M. The position accounts for 3.79% of the portfolio, ranked #2.

Wilmington Trust Investment Management first reported a position in IWO in Q2 2013 and has held it in 5 quarters since. The position peaked at $34.5M in Q4 2013. 351 funds tracked by Wall St. Rank hold IWO as of Q2 2014.

  • Wilmington Trust Investment Management held 134,918 shares of iShares Russell 2000 Growth ETF worth $18.6M as of Q2 2014.
  • Wilmington Trust Investment Management sold 114,065 iShares Russell 2000 Growth ETF shares in Q2 2014, an estimated $15M.
  • iShares Russell 2000 Growth ETF made up 3.79% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #2 holding.
  • Wilmington Trust Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's iShares Russell 2000 Growth ETF position peaked at $34.5M in Q4 2013.
  • 351 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.