Asset Planning Services (Pennsylvania)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-398	Closed	-$77K	–	170
2019 Q3	$77K	Hold	398	–	–	0.03%	110
2019 Q2	$80K	Hold	398	–	–	0.04%	107
2019 Q1	$78K	Hold	398	–	–	0.04%	107
2018 Q4	$67K	Hold	398	–	–	0.03%	107
2018 Q3	$79K	Buy	398 +1	+0.3%	+$213	0.04%	107
2018 Q2	$81K	Hold	397	–	–	0.04%	104
2018 Q1	$76K	Sell	397 -127	-24%	-$24.4K	0.04%	107
2017 Q4	$98K	Hold	524	–	–	0.05%	106
2017 Q3	$94K	Buy	524 +1	+0.2%	+$170	0.05%	111
2017 Q2	$88K	Hold	523	–	–	0.06%	110
2017 Q1	$85K	Buy	523 +1	+0.2%	+$159	0.06%	116
2016 Q4	$80K	Buy	522 +1	+0.2%	+$149	0.06%	104
2016 Q3	$78K	Buy	521 +3	+0.6%	+$437	0.06%	103
2016 Q2	$71K	Hold	518	–	–	0.06%	118
2016 Q1	$69K	Buy	518 +1	+0.2%	+$125	0.06%	119
2015 Q4	$72K	Buy	517 +2	+0.4%	+$284	0.07%	90
2015 Q3	$69K	Buy	515 +1	+0.2%	+$148	0.07%	87
2015 Q2	$79K	Buy	+514	New	+$78.8K	0.08%	87

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IWO Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2019, closing a stake of 398 shares — an estimated $77K sold.

Asset Planning Services (Pennsylvania) first reported a position in IWO in Q2 2015 and held it in 18 quarters. The position peaked at $98K in Q4 2017. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 398 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $77K.
Asset Planning Services (Pennsylvania) first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s iShares Russell 2000 Growth ETF position peaked at $98K in Q4 2017.
722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.