Ayalon Insurance Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ayalon Insurance Company’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	-50	Closed	-$11K	–	144
2020 Q3	$11K	Hold	50	–	–	0.01%	120
2020 Q2	$10K	Hold	50	–	–	0.01%	122
2020 Q1	$7K	Hold	50	–	–	0.01%	129
2019 Q4	$11K	Hold	50	–	–	0.01%	114
2019 Q3	$9K	Hold	50	–	–	0.01%	116
2019 Q2	$10K	Hold	50	–	–	0.01%	107
2019 Q1	$10K	Sell	50 -8,890	-99%	-$1.69M	0.01%	103
2018 Q4	$1.5M	Sell	8,940 -10,835	-55%	-$2.02M	1.21%	22
2018 Q3	$4.13M	Buy	19,775 +3,965	+25%	+$845K	3.3%	8
2018 Q2	$3.23M	Buy	15,810 +4,810	+44%	+$962K	2.71%	9
2018 Q1	$2.1M	Buy	+11,000	New	+$2.11M	1.75%	14
2015 Q3	–	Sell	-100	Closed	-$16K	–	150
2015 Q2	$16K	Hold	100	–	–	0.01%	140
2015 Q1	$15K	Buy	+100	New	+$14.6K	0.01%	149

Other funds holding IWO

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ayalon Insurance Company's IWO Position: Q4 2020 in Review

Ayalon Insurance Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 50 shares — an estimated $11K sold.

Ayalon Insurance Company first reported a position in IWO in Q1 2015 and held it in 13 quarters. The position peaked at $4.13M in Q3 2018. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

Ayalon Insurance Company reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
Ayalon Insurance Company sold 50 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $11K.
Ayalon Insurance Company first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 13 quarters.
Ayalon Insurance Company's iShares Russell 2000 Growth ETF position peaked at $4.13M in Q3 2018.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Ayalon Insurance Company's 13F filing for Q4 2020, filed 25 Jan 2021.