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

WP 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
2018
Q4 		– Sell
-34
Closed -$7K – 150
2018
Q3 		$7K Hold
34
– – 0.01% 223
2018
Q2 		$7K Buy
+34
New +$6.8K 0.01% 237

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WP Advisors's IWO Position: Q4 2018 in Review

WP Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 34 shares — an estimated $7K sold.

WP Advisors first reported a position in IWO in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • WP Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • WP Advisors sold 34 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $7K.
  • WP Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 2 quarters.
  • WP Advisors's iShares Russell 2000 Growth ETF position peaked at $7K in Q3 2018.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.