Certified Advisory Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Certified Advisory Corp’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	–	Sell	-36	Closed	-$11K	–	473
2021 Q1	$11K	Buy	+36	New	+$11.2K	﹤0.01%	580
2020 Q2	$7K	Sell	36 -146	-80%	-$27.3K	﹤0.01%	599
2020 Q1	$29K	Sell	182 -72	-28%	-$14.3K	0.01%	354
2019 Q4	$54K	Hold	254	–	–	0.02%	308
2019 Q3	$49K	Hold	254	–	–	0.02%	322
2019 Q2	$51K	Buy	254 +185	+268%	+$36.6K	0.02%	313
2019 Q1	$14K	Hold	69	–	–	0.01%	505
2018 Q4	$12K	Sell	69 -17	-20%	-$3.17K	0.01%	508
2018 Q3	$18K	Hold	86	–	–	0.01%	466
2018 Q2	$18K	Hold	86	–	–	0.01%	450
2018 Q1	$16K	Sell	86 -17	-17%	-$3.27K	0.01%	443
2017 Q4	$19K	Buy	+103	New	+$18.8K	0.01%	379

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 $235B AUM 32.99% 1-Year Est. Return

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

Certified Advisory Corp's IWO Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 36 shares — an estimated $11K sold.

Certified Advisory Corp first reported a position in IWO in Q4 2017 and held it in 12 quarters. The position peaked at $54K in Q4 2019. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 36 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $11K.
Certified Advisory Corp first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares Russell 2000 Growth ETF position peaked at $54K in Q4 2019.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.