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

Beck Capital 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
2020 Q3	–	Sell	-1,101	Closed	-$228K	–	78
2020 Q2	$228K	Buy	+1,101	New	+$206K	0.12%	77
2018 Q4	–	Sell	-31,295	Closed	-$6.73M	–	84
2018 Q3	$6.73M	Buy	31,295 +288	+0.9%	+$61.4K	2.89%	8
2018 Q2	$6.34M	Buy	+31,007	New	+$6.2M	3.06%	7
2017 Q2	–	Sell	-28,189	Closed	-$4.56M	–	105
2017 Q1	$4.56M	Buy	28,189 +360	+1%	+$57.1K	2.4%	11
2016 Q4	$4.28M	Buy	+27,829	New	+$4.15M	2.4%	9

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beck Capital Management's IWO Position: Q3 2020 in Review

Beck Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 1,101 shares — an estimated $228K sold.

Beck Capital Management first reported a position in IWO in Q4 2016 and held it in 5 quarters. The position peaked at $6.73M in Q3 2018. 676 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Beck Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Beck Capital Management sold 1,101 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $228K.
Beck Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 5 quarters.
Beck Capital Management's iShares Russell 2000 Growth ETF position peaked at $6.73M in Q3 2018.
676 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Beck Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.