BRC
IWO icon

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

Bell Rock 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
2019
Q2 		– Sell
-2
Closed – – 423
2019
Q1 		$0 Hold
2
– – ﹤0.01% 439
2018
Q4 		$0 Hold
2
– – ﹤0.01% 445
2018
Q3 		$0 Hold
2
– – ﹤0.01% 433
2018
Q2 		$0 Hold
2
– – ﹤0.01% 451
2018
Q1 		$0 Hold
2
– – ﹤0.01% 449
2017
Q4 		$0 Hold
2
– – ﹤0.01% 417
2017
Q3 		$0 Hold
2
– – ﹤0.01% 417
2017
Q2 		$0 Hold
2
– – ﹤0.01% 420
2017
Q1 		$0 Hold
2
– – ﹤0.01% 362
2016
Q4 		$0 Buy
+2
New +$299 ﹤0.01% 352

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bell Rock Capital's IWO Position: Q2 2019 in Review

Bell Rock Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 2 shares.

Bell Rock Capital first reported a position in IWO in Q4 2016 and held it in 10 quarters. The position peaked at $0 in Q1 2019. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Bell Rock Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 2 iShares Russell 2000 Growth ETF shares in Q2 2019.
  • Bell Rock Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 10 quarters.
  • Bell Rock Capital's iShares Russell 2000 Growth ETF position peaked at $0 in Q1 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.