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Argent Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Argent Wealth Management’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 		$2.59M Sell
11,418
-757
-6% -$142K 0.43% 47
2020
Q1 		$1.91M Sell
12,175
-541
-4% -$107K 0.39% 48
2019
Q4 		$2.72M Buy
+12,716
New +$2.58M 0.46% 48

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Argent Wealth Management's IWO Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.2% in Q2 2020, selling an estimated $142K and leaving 11,418 shares worth $2.59M. The position accounts for 0.43% of the portfolio, ranked #47.

Argent Wealth Management first reported a position in IWO in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.72M in Q4 2019. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • Argent Wealth Management held 11,418 shares of iShares Russell 2000 Growth ETF worth $2.59M as of Q2 2020.
  • Argent Wealth Management sold 757 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $142K.
  • iShares Russell 2000 Growth ETF made up 0.43% of Argent Wealth Management's portfolio in Q2 2020, its #47 holding.
  • Argent Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.72M in Q4 2019.
  • 660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.