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3D Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

3D Asset 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
2020
Q3 		$203K Buy
+915
New +$200K 0.06% 75
2020
Q1 		– Sell
-1,771
Closed -$379K – 64
2019
Q4 		$379K Sell
1,771
-126
-7% -$25.6K 0.09% 49
2019
Q3 		$366K Sell
1,897
-3
-0.2% -$595 0.09% 48
2019
Q2 		$382K Sell
1,900
-6
-0.3% -$1.19K 0.09% 45
2019
Q1 		$375K Sell
1,906
-1
-0.1% -$190 0.09% 44
2018
Q4 		$320K Sell
1,907
-44
-2% -$8.21K 0.08% 48
2018
Q3 		$420K Sell
1,951
-187
-9% -$39.9K 0.1% 44
2018
Q2 		$437K Sell
2,138
-223
-9% -$44.6K 0.1% 42
2018
Q1 		$450K Sell
2,361
-55
-2% -$10.6K 0.11% 41
2017
Q4 		$451K Sell
2,416
-231
-9% -$42.2K 0.1% 38
2017
Q3 		$474K Sell
2,647
-54
-2% -$9.17K 0.11% 37
2017
Q2 		$456K Sell
2,701
-72
-3% -$11.9K 0.12% 38
2017
Q1 		$448K Sell
2,773
-2,518
-48% -$400K 0.12% 39
2016
Q4 		$814K Sell
5,291
-288
-5% -$43K 0.22% 29
2016
Q3 		$831K Sell
5,579
-266
-5% -$38.8K 0.22% 31
2016
Q2 		$802K Buy
5,845
+51
+0.9% +$6.88K 0.22% 33
2016
Q1 		$768K Sell
5,794
-559
-9% -$69.8K 0.22% 33
2015
Q4 		$885K Sell
6,353
-584
-8% -$82.8K 0.26% 28
2015
Q3 		$929K Sell
6,937
-47
-0.7% -$6.96K 0.28% 28
2015
Q2 		$1.08M Sell
6,984
-201
-3% -$30.8K 0.32% 26
2015
Q1 		$1.09M Sell
7,185
-909
-11% -$132K 0.33% 25
2014
Q4 		$1.15M Sell
8,094
-317
-4% -$42.9K 0.35% 25
2014
Q3 		$1.09M Sell
8,411
-6,502
-44% -$871K 0.33% 28
2014
Q2 		$2.06M Sell
14,913
-520
-3% -$68.4K 0.6% 19
2014
Q1 		$2.1M Sell
15,433
-595
-4% -$81.4K 0.63% 19
2013
Q4 		$2.17M Sell
16,028
-189
-1% -$24.5K 0.66% 19
2013
Q3 		$2.04M Sell
16,217
-894
-5% -$108K 0.66% 19
2013
Q2 		$1.91M Buy
+17,111
New +$1.87M 0.64% 20

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

3D Asset Management's IWO Position: Q3 2020 in Review

3D Asset Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2020: 915 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings. This is a return to the name: 3D Asset Management previously reported a position in IWO as recently as Q4 2019.

3D Asset Management first reported a position in IWO in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.17M in Q4 2013. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • 3D Asset Management held 915 shares of iShares Russell 2000 Growth ETF worth $203K as of Q3 2020.
  • iShares Russell 2000 Growth ETF was a new 3D Asset Management position in Q3 2020.
  • iShares Russell 2000 Growth ETF made up 0.06% of 3D Asset Management's portfolio in Q3 2020, its #75 holding.
  • 3D Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 28 quarters since.
  • 3D Asset Management's iShares Russell 2000 Growth ETF position peaked at $2.17M in Q4 2013.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.