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

Burt Wealth 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 Q1	–	Sell	-49	Closed	-$14K	–	226
2020 Q4	$14K	Hold	49	–	–	﹤0.01%	271
2020 Q3	$11K	Hold	49	–	–	﹤0.01%	276
2020 Q2	$10K	Hold	49	–	–	﹤0.01%	267
2020 Q1	$8K	Hold	49	–	–	﹤0.01%	278
2019 Q4	$10K	Hold	49	–	–	﹤0.01%	269
2019 Q3	$9K	Hold	49	–	–	﹤0.01%	275
2019 Q2	$10K	Hold	49	–	–	﹤0.01%	271
2019 Q1	$10K	Hold	49	–	–	﹤0.01%	274
2018 Q4	$8K	Hold	49	–	–	﹤0.01%	282
2018 Q3	$11K	Hold	49	–	–	0.01%	289
2018 Q2	$10K	Hold	49	–	–	﹤0.01%	283
2018 Q1	$9K	Hold	49	–	–	﹤0.01%	295
2017 Q4	$9K	Hold	49	–	–	0.01%	280
2017 Q3	$8K	Hold	49	–	–	0.01%	275
2017 Q2	$8K	Hold	49	–	–	0.01%	305
2017 Q1	$8K	Hold	49	–	–	0.01%	274
2016 Q4	$8K	Hold	49	–	–	0.01%	294
2016 Q3	$7K	Hold	49	–	–	0.01%	293
2016 Q2	$6K	Hold	49	–	–	0.01%	303
2016 Q1	$6K	Hold	49	–	–	0.01%	363
2015 Q4	$6K	Buy	+49	New	+$6.95K	﹤0.01%	345

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Burt Wealth Advisors's IWO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 49 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in IWO in Q4 2015 and held it in 21 quarters. The position peaked at $14K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 49 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $14K.
Burt Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 21 quarters.
Burt Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $14K in Q4 2020.
825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.