AdvicePeriod’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AdvicePeriod’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	$2.39M	Buy	7,663 +177	+2%	+$53.3K	0.16%	56
2021 Q1	$2.25M	Buy	7,486 +276	+4%	+$85.7K	0.16%	54
2020 Q4	$2.07M	Buy	7,210 +103	+1%	+$26.3K	0.16%	54
2020 Q3	$1.57M	Buy	7,107 +1,627	+30%	+$356K	0.14%	57
2020 Q2	$1.13M	Buy	5,480 +187	+4%	+$35K	0.12%	56
2020 Q1	$837K	Sell	5,293 -4	-0.1%	-$794	0.09%	67
2019 Q4	$1.14M	Buy	5,297 +1	+0%	+$203	0.1%	64
2019 Q3	$1.02M	Sell	5,296 -1,925	-27%	-$382K	0.09%	61
2019 Q2	$1.45M	Sell	7,221 -333	-4%	-$65.9K	0.14%	59
2019 Q1	$1.49M	Sell	7,554 -4,153	-35%	-$790K	0.14%	59
2018 Q4	$1.97M	Sell	11,707 -949	-7%	-$177K	0.22%	54
2018 Q3	$2.72M	Buy	12,656 +485	+4%	+$103K	0.3%	43
2018 Q2	$2.49M	Buy	12,171 +1,321	+12%	+$264K	0.4%	32
2018 Q1	$2.07M	Buy	10,850 +2,513	+30%	+$483K	0.36%	34
2017 Q4	$1.56M	Buy	+8,337	New	+$1.52M	0.3%	37

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AdvicePeriod's IWO Position: Q2 2021 in Review

AdvicePeriod increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.4% in Q2 2021, buying an estimated $53.3K and bringing the position to 7,663 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #56.

AdvicePeriod first reported a position in IWO in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.72M in Q3 2018. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

AdvicePeriod held 7,663 shares of iShares Russell 2000 Growth ETF worth $2.39M as of Q2 2021.
AdvicePeriod bought 177 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $53.3K.
iShares Russell 2000 Growth ETF made up 0.16% of AdvicePeriod's portfolio in Q2 2021, its #56 holding.
AdvicePeriod first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 15 quarters since.
AdvicePeriod's iShares Russell 2000 Growth ETF position peaked at $2.72M in Q3 2018.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.