Berman Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Berman Capital 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 Q3	$324K	Buy	1,104 +1	+0.1%	+$300	0.05%	188
2021 Q2	$343K	Buy	1,103 +1	+0.1%	+$301	0.05%	162
2021 Q1	$331K	Sell	1,102 -260	-19%	-$80.7K	0.07%	134
2020 Q4	$390K	Buy	1,362 +220	+19%	+$56.1K	0.09%	102
2020 Q3	$253K	Buy	1,142 +1	+0.1%	+$219	0.07%	128
2020 Q2	$236K	Buy	1,141 +2	+0.2%	+$374	0.06%	125
2020 Q1	$180K	Buy	1,139 +2	+0.2%	+$397	0.06%	133
2019 Q4	$243K	Buy	1,137 +3	+0.3%	+$609	0.07%	119
2019 Q3	$218K	Buy	1,134 +2	+0.2%	+$397	0.07%	120
2019 Q2	$227K	Buy	+1,132	New	+$224K	0.07%	120
2018 Q1	–	Sell	-1,412	Closed	-$264K	–	120
2017 Q4	$264K	Buy	+1,412	New	+$258K	0.09%	84

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Berman Capital Advisors's IWO Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q3 2021, buying an estimated $300 and bringing the position to 1,104 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #188.

Berman Capital Advisors first reported a position in IWO in Q4 2017 and has held it in 11 quarters since. The position peaked at $390K in Q4 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

Berman Capital Advisors held 1,104 shares of iShares Russell 2000 Growth ETF worth $324K as of Q3 2021.
Berman Capital Advisors bought 1 iShares Russell 2000 Growth ETF share in Q3 2021, an estimated $300.
iShares Russell 2000 Growth ETF made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #188 holding.
Berman Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 11 quarters since.
Berman Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $390K in Q4 2020.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.