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Arrow Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arrow Financial’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
Q3 		– Sell
-775
Closed -$160K – 311
2020
Q2 		$160K Hold
775
– – 0.03% 163
2020
Q1 		$123K Hold
775
– – 0.03% 168
2019
Q4 		$166K Hold
775
– – 0.03% 167
2019
Q3 		$149K Hold
775
– – 0.03% 170
2019
Q2 		$156K Hold
775
– – 0.03% 176
2019
Q1 		$152K Hold
775
– – 0.04% 180
2018
Q4 		$130K Sell
775
-155
-17% -$28.9K 0.03% 171
2018
Q3 		$200K Hold
930
– – 0.04% 168
2018
Q2 		$190K Hold
930
– – 0.04% 162
2018
Q1 		$177K Buy
+930
New +$179K 0.04% 167

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arrow Financial's IWO Position: Q3 2020 in Review

Arrow Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 775 shares — an estimated $160K sold.

Arrow Financial first reported a position in IWO in Q1 2018 and held it in 10 quarters. The position peaked at $200K in Q3 2018. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • Arrow Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Arrow Financial sold 775 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $160K.
  • Arrow Financial first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 10 quarters.
  • Arrow Financial's iShares Russell 2000 Growth ETF position peaked at $200K in Q3 2018.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Arrow Financial's 13F filing for Q3 2020, filed 6 Nov 2020.