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Arthur M. Cohen & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arthur M. Cohen & Associates’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
-1,449
Closed -$214K – 146
2020
Q3 		$214K Buy
+1,449
New +$317K 0.06% 132
2020
Q2 		– Sell
-1,449
Closed -$214K – 126
2020
Q1 		$214K Buy
1,449
+123
+9% +$24.4K 0.08% 101
2019
Q4 		$284K Sell
1,326
-117
-8% -$23.7K 0.09% 106
2019
Q3 		$278 Buy
1,443
+123
+9% +$24.4K 0.08% 103
2019
Q2 		$265K Buy
1,320
+2
+0.2% +$396 0.09% 102
2019
Q1 		$259K Buy
1,318
+2
+0.2% +$381 0.09% 103
2018
Q4 		$221 Sell
1,316
-116
-8% -$21.6K 0.07% 106
2018
Q3 		$308 Buy
1,432
+2
+0.1% +$426 0.09% 100
2018
Q2 		$292K Hold
1,430
– – 0.11% 91
2018
Q1 		$268K Buy
1,430
+114
+9% +$21.9K 0.1% 94
2017
Q4 		$221 Buy
+1,316
New +$240K 0.06% 108
2017
Q2 		$632K Hold
3,735
– – 0.25% 64
2017
Q1 		$604K Buy
3,735
+120
+3% +$19K 0.27% 56
2016
Q4 		$556K Buy
+3,615
New +$540K 0.29% 54
2014
Q3 		$255K Buy
+1,423
New +$191K 0.12% 96

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Arthur M. Cohen & Associates's IWO Position: Q4 2020 in Review

Arthur M. Cohen & Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 1,449 shares — an estimated $214K sold.

Arthur M. Cohen & Associates first reported a position in IWO in Q3 2014 and held it in 15 quarters. The position peaked at $632K in Q2 2017. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

  • Arthur M. Cohen & Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 1,449 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $214K.
  • Arthur M. Cohen & Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and held it in 15 quarters.
  • Arthur M. Cohen & Associates's iShares Russell 2000 Growth ETF position peaked at $632K in Q2 2017.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Arthur M. Cohen & Associates's 13F filing for Q4 2020, filed 20 Jan 2021.