AJ Wealth Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AJ Wealth Strategies’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 Q1	–	Sell	-1,036	Closed	-$297K	–	264
2020 Q4	$297K	Sell	1,036 -19	-2%	-$4.84K	0.03%	194
2020 Q3	$234K	Hold	1,055	–	–	0.02%	191
2020 Q2	$218K	Buy	+1,055	New	+$197K	0.02%	184
2020 Q1	–	Sell	-1,055	Closed	-$226K	–	186
2019 Q4	$226K	Hold	1,055	–	–	0.03%	109
2019 Q3	$203K	Hold	1,055	–	–	0.03%	110
2019 Q2	$212K	Hold	1,055	–	–	0.03%	97
2019 Q1	$207K	Buy	+1,055	New	+$201K	0.03%	99
2018 Q4	–	Sell	-1,055	Closed	-$227K	–	101
2018 Q3	$227K	Hold	1,055	–	–	0.04%	94
2018 Q2	$216K	Buy	+1,055	New	+$211K	0.04%	88

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

AJ Wealth Strategies's IWO Position: Q1 2021 in Review

AJ Wealth Strategies sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 1,036 shares — an estimated $297K sold.

AJ Wealth Strategies first reported a position in IWO in Q2 2018 and held it in 9 quarters. The position peaked at $297K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

AJ Wealth Strategies reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
AJ Wealth Strategies sold 1,036 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $297K.
AJ Wealth Strategies first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 9 quarters.
AJ Wealth Strategies's iShares Russell 2000 Growth ETF position peaked at $297K in Q4 2020.
825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on AJ Wealth Strategies's 13F filing for Q1 2021, filed 6 May 2021.