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Advisor Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Advisor Group’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
2019
Q4 		$11.4M Buy
52,974
+627
+1% +$127K 0.08% 217
2019
Q3 		$10.1M Buy
52,347
+2,679
+5% +$531K 0.07% 225
2019
Q2 		$9.98M Buy
49,668
+8,487
+21% +$1.68M 0.08% 226
2019
Q1 		$8.1M Sell
41,181
-1,661
-4% -$316K 0.07% 253
2018
Q4 		$7.2M Sell
42,842
-238,078
-85% -$44.4M 0.07% 230
2018
Q3 		$60.4M Sell
280,920
-32,444
-10% -$6.92M 0.61% 28
2018
Q2 		$64M Buy
313,364
+46,781
+18% +$9.36M 0.88% 14
2018
Q1 		$50.8M Buy
266,583
+228,085
+592% +$43.8M 0.7% 20
2017
Q4 		$7.19M Sell
38,498
-141
-0.4% -$25.7K 0.1% 190
2017
Q3 		$6.92M Buy
38,639
+4,108
+12% +$698K 0.11% 177
2017
Q2 		$5.83M Buy
34,531
+1,125
+3% +$185K 0.1% 198
2017
Q1 		$5.4M Buy
33,406
+198
+0.6% +$31.4K 0.11% 197
2016
Q4 		$5.11M Buy
33,208
+1,783
+6% +$266K 0.12% 188
2016
Q3 		$4.68M Sell
31,425
-1,237
-4% -$180K 0.11% 201
2016
Q2 		$4.48M Buy
+32,662
New +$4.41M 0.12% 197

Other funds holding IWO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's IWO Position: Q4 2019 in Review

Advisor Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q4 2019, buying an estimated $127K and bringing the position to 52,974 shares worth $11.4M. The position accounts for 0.08% of the portfolio, ranked #217.

Advisor Group first reported a position in IWO in Q2 2016 and has held it in 15 quarters since. The position peaked at $64M in Q2 2018. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • Advisor Group held 52,974 shares of iShares Russell 2000 Growth ETF worth $11.4M as of Q4 2019.
  • Advisor Group bought 627 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $127K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Advisor Group's portfolio in Q4 2019, its #217 holding.
  • Advisor Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Russell 2000 Growth ETF position peaked at $64M in Q2 2018.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.