20/20 Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

20/20 Capital 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
2021 Q2	$3.34M	Buy	10,730 +1,262	+13%	+$380K	0.87%	31
2021 Q1	$2.85M	Buy	9,468 +2,852	+43%	+$885K	0.82%	33
2020 Q4	$2.08M	Buy	6,616 +4,926	+291%	+$1.26M	0.61%	41
2020 Q3	$374K	Buy	+1,690	New	+$370K	0.14%	107

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

20/20 Capital Management's IWO Position: Q2 2021 in Review

20/20 Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q2 2021, buying an estimated $380K and bringing the position to 10,730 shares worth $3.34M. The position accounts for 0.87% of the portfolio, ranked #31.

20/20 Capital Management first reported a position in IWO in Q3 2020 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

20/20 Capital Management held 10,730 shares of iShares Russell 2000 Growth ETF worth $3.34M as of Q2 2021.
20/20 Capital Management bought 1,262 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $380K.
iShares Russell 2000 Growth ETF made up 0.87% of 20/20 Capital Management's portfolio in Q2 2021, its #31 holding.
20/20 Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 4 quarters since.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.