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

Broadview 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
2019
Q2 		– Sell
-6,700
Closed -$1.32M – 81
2019
Q1 		$1.32M Buy
+6,700
New +$1.27M 0.36% 66

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Broadview Advisors's IWO Position: Q2 2019 in Review

Broadview Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 6,700 shares — an estimated $1.32M sold.

Broadview Advisors first reported a position in IWO in Q1 2019 and held it in 1 quarter. The position peaked at $1.32M in Q1 2019. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Broadview Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 6,700 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $1.32M.
  • Broadview Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Broadview Advisors's iShares Russell 2000 Growth ETF position peaked at $1.32M in Q1 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.