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

Clarus 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
2019
Q3 		– Sell
-100
Closed -$20K – 357
2019
Q2 		$20K Hold
100
– – 0.01% 365
2019
Q1 		$20K Hold
100
– – 0.02% 418
2018
Q4 		$17K Sell
100
-57,869
-100% -$10.8M 0.03% 428
2018
Q3 		$12.5M Buy
57,969
+7,002
+14% +$1.49M 8.14% 3
2018
Q2 		$9.71M Hold
50,967
– – 7.35% 2
2018
Q1 		$9.71M Sell
50,967
-7,980
-14% -$1.53M 8.97% 2
2017
Q4 		$11M Buy
+58,947
New +$10.8M 10.59% 1

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Clarus Wealth Advisors's IWO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 100 shares — an estimated $20K sold.

Clarus Wealth Advisors first reported a position in IWO in Q4 2017 and held it in 7 quarters. The position peaked at $12.5M in Q3 2018. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 100 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $20K.
  • Clarus Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 7 quarters.
  • Clarus Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $12.5M in Q3 2018.
  • 613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.