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Avestar Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avestar Capital’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 		– Sell
-1,672
Closed -$264K – 191
2020
Q1 		$264K Buy
+1,672
New +$332K 0.14% 124

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

Avestar Capital's IWO Position: Q2 2020 in Review

Avestar Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 1,672 shares — an estimated $264K sold.

Avestar Capital first reported a position in IWO in Q1 2020 and held it in 1 quarter. The position peaked at $264K in Q1 2020. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • Avestar Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Avestar Capital sold 1,672 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $264K.
  • Avestar Capital first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Avestar Capital's iShares Russell 2000 Growth ETF position peaked at $264K in Q1 2020.
  • 660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Avestar Capital's 13F filing for Q2 2020, filed 29 Jul 2020.