Claraphi Advisory Network’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-534	Closed	-$84K	–	748
2020 Q1	$84K	Buy	+534	New	+$106K	0.04%	369
2019 Q4	–	Sell	-631	Closed	-$122K	–	313
2019 Q3	$122K	Sell	631 -855	-58%	-$170K	0.07%	233
2019 Q2	$298K	Sell	1,486 -305	-17%	-$60.3K	0.17%	152
2019 Q1	$352K	Buy	1,791 +105	+6%	+$20K	0.22%	123
2018 Q4	$283K	Sell	1,686 -16	-0.9%	-$2.98K	0.22%	127
2018 Q3	$366K	Buy	1,702 +105	+7%	+$22.4K	0.2%	122
2018 Q2	$326K	Sell	1,597 -257	-14%	-$51.4K	0.21%	140
2018 Q1	$354K	Sell	1,854 -1,916	-51%	-$368K	0.25%	120
2017 Q4	$704K	Buy	+3,770	New	+$688K	0.55%	52

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

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

Claraphi Advisory Network's IWO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 534 shares — an estimated $84K sold.

Claraphi Advisory Network first reported a position in IWO in Q4 2017 and held it in 9 quarters. The position peaked at $704K in Q4 2017. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 534 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $84K.
Claraphi Advisory Network first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 9 quarters.
Claraphi Advisory Network's iShares Russell 2000 Growth ETF position peaked at $704K in Q4 2017.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.