Arden Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arden Trust’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 Q2	–	Sell	-699	Closed	-$110K	–	545
2020 Q1	$110K	Sell	699 -3,788	-84%	-$752K	0.02%	372
2019 Q4	$961K	Sell	4,487 -35	-0.8%	-$7.1K	0.15%	137
2019 Q3	$871K	Sell	4,522 -911	-17%	-$181K	0.14%	147
2019 Q2	$1.09M	Sell	5,433 -608	-10%	-$120K	0.18%	122
2019 Q1	$1.19M	Sell	6,041 -148	-2%	-$28.2K	0.19%	119
2018 Q4	$1.04M	Sell	6,189 -884	-12%	-$165K	0.19%	115
2018 Q3	$1.52M	Sell	7,073 -212	-3%	-$45.2K	0.24%	92
2018 Q2	$1.49M	Sell	7,285 -310	-4%	-$62K	0.24%	90
2018 Q1	$1.45M	Sell	7,595 -808	-10%	-$155K	0.23%	96
2017 Q4	$1.57M	Sell	8,403 -327	-4%	-$59.7K	0.24%	90
2017 Q3	$1.56M	Sell	8,730 -211	-2%	-$35.8K	0.24%	91
2017 Q2	$1.51M	Sell	8,941 -435	-5%	-$71.6K	0.23%	89
2017 Q1	$1.52M	Sell	9,376 -255	-3%	-$40.5K	0.24%	87
2016 Q4	$1.48M	Sell	9,631 -318	-3%	-$47.5K	0.23%	94
2016 Q3	$1.48M	Buy	+9,949	New	+$1.45M	0.23%	89
2015 Q1	–	Sell	-13,525	Closed	-$1.93M	–	453
2014 Q4	$1.93M	Sell	13,525 -206	-2%	-$27.9K	0.27%	83
2014 Q3	$1.78M	Sell	13,731 -863	-6%	-$116K	0.24%	85
2014 Q2	$2.02M	Sell	14,594 -2,163	-13%	-$284K	0.28%	77
2014 Q1	$2.28M	Sell	16,757 -2,329	-12%	-$318K	0.28%	70
2013 Q4	$2.59M	Sell	19,086 -1,072	-5%	-$139K	0.31%	61
2013 Q3	$2.54M	Sell	20,158 -2,669	-12%	-$322K	0.32%	54
2013 Q2	$2.55M	Buy	+22,827	New	+$2.49M	0.31%	61

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Arden Trust's IWO Position: Q2 2020 in Review

Arden Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 699 shares — an estimated $110K sold.

Arden Trust first reported a position in IWO in Q2 2013 and held it in 22 quarters. The position peaked at $2.59M in Q4 2013. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Arden Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 699 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $110K.
Arden Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 22 quarters.
Arden Trust's iShares Russell 2000 Growth ETF position peaked at $2.59M in Q4 2013.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.