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Barnett & Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Barnett & 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
Q1 		– Sell
-128
Closed -$27K – 402
2019
Q4 		$27K Hold
128
– – 0.02% 216
2019
Q3 		$25K Hold
128
– – 0.01% 208
2019
Q2 		$26K Hold
128
– – 0.01% 200
2019
Q1 		$25K Buy
+128
New +$24.4K 0.01% 213

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Barnett & Company's IWO Position: Q1 2020 in Review

Barnett & Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 128 shares — an estimated $27K sold.

Barnett & Company first reported a position in IWO in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

  • Barnett & Company reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Barnett & Company sold 128 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $27K.
  • Barnett & Company first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 4 quarters.
  • Barnett & Company's iShares Russell 2000 Growth ETF position peaked at $27K in Q4 2019.
  • 624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.