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Aspen Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Aspen Investment 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
2021
Q3 		– Sell
-4,069
Closed -$1.27M – 145
2021
Q2 		$1.27M Sell
4,069
-319
-7% -$96K 0.66% 45
2021
Q1 		$1.32M Sell
4,388
-33
-0.7% -$10.2K 0.74% 42
2020
Q4 		$1.27M Sell
4,421
-24
-0.5% -$6.12K 0.75% 45
2020
Q3 		$985K Buy
4,445
+46
+1% +$10.1K 0.66% 49
2020
Q2 		$910K Buy
+4,399
New +$823K 0.65% 51

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspen Investment Management's IWO Position: Q3 2021 in Review

Aspen Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 4,069 shares — an estimated $1.27M sold.

Aspen Investment Management first reported a position in IWO in Q2 2020 and held it in 5 quarters. The position peaked at $1.32M in Q1 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • Aspen Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Aspen Investment Management sold 4,069 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $1.27M.
  • Aspen Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and held it in 5 quarters.
  • Aspen Investment Management's iShares Russell 2000 Growth ETF position peaked at $1.32M in Q1 2021.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Aspen Investment Management's 13F filing for Q3 2021, filed 6 Dec 2021.