Advisory Alpha’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-301	Closed	-$71K	–	369
2020 Q3	$71K	Buy	+301	New	+$65.9K	0.02%	178
2020 Q2	–	Sell	-146	Closed	-$25K	–	352
2020 Q1	$25K	Sell	146 -168	-54%	-$33.4K	0.01%	287
2019 Q4	$68.1K	Buy	314 +287	+1,063%	+$58.2K	0.02%	239
2019 Q3	$5.08K	Buy	+27	New	+$5.35K	﹤0.01%	533
2019 Q2	–	Sell	-26	Closed	-$5.2K	–	380
2019 Q1	$5.2K	Buy	+26	New	+$4.95K	﹤0.01%	469

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Advisory Alpha's IWO Position: Q4 2020 in Review

Advisory Alpha sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 301 shares — an estimated $71K sold.

Advisory Alpha first reported a position in IWO in Q1 2019 and held it in 5 quarters. The position peaked at $71K in Q3 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

Advisory Alpha reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 301 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $71K.
Advisory Alpha first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's iShares Russell 2000 Growth ETF position peaked at $71K in Q3 2020.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.