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Bel Air Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$702K Hold
2,251
– – 0.02% 220
2021
Q1 		$677K Buy
+2,251
New +$699K 0.02% 237

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bel Air Investment Advisors's IWO Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2021 at 2,251 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #220.

Bel Air Investment Advisors first reported a position in IWO in Q1 2021 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

  • Bel Air Investment Advisors held 2,251 shares of iShares Russell 2000 Growth ETF worth $702K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2021.
  • iShares Russell 2000 Growth ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #220 holding.
  • Bel Air Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.