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

Wilmington Trust’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 		$50.7M Buy
366,137
+36,171
+11% +$4.76M 0.84% 25
2014
Q1 		$44.9M Buy
329,966
+14,005
+4% +$1.92M 0.77% 27
2013
Q4 		$42.8M Buy
315,961
+95,486
+43% +$12.4M 0.72% 28
2013
Q3 		$27.7M Sell
220,475
-18,318
-8% -$2.21M 0.49% 39
2013
Q2 		$26.6M Buy
+238,793
New +$26.1M 0.53% 37

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 $235B AUM 32.99% 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's IWO Position: Q2 2014 in Review

Wilmington Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2014, buying an estimated $4.76M and bringing the position to 366,137 shares worth $50.7M. The position accounts for 0.84% of the portfolio, ranked #25.

Wilmington Trust first reported a position in IWO in Q2 2013 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold IWO as of Q2 2014.

  • Wilmington Trust held 366,137 shares of iShares Russell 2000 Growth ETF worth $50.7M as of Q2 2014.
  • Wilmington Trust bought 36,171 iShares Russell 2000 Growth ETF shares in Q2 2014, an estimated $4.76M.
  • iShares Russell 2000 Growth ETF made up 0.84% of Wilmington Trust's portfolio in Q2 2014, its #25 holding.
  • Wilmington Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2014.

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