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

Cobiz Wealth’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 		$345K Buy
1,716
+8
+0.5% +$1.58K 0.07% 89
2019
Q1 		$336K Sell
1,708
-12
-0.7% -$2.28K 0.06% 92
2018
Q4 		$289K Sell
1,720
-11
-0.6% -$2.05K 0.06% 104
2018
Q3 		$372K Sell
1,731
-48
-3% -$10.2K 0.07% 102
2018
Q2 		$364K Sell
1,779
-208
-10% -$41.6K 0.07% 101
2018
Q1 		$379K Sell
1,987
-55
-3% -$10.6K 0.08% 100
2017
Q4 		$381K Sell
2,042
-11
-0.5% -$2.01K 0.08% 101
2017
Q3 		$367K Sell
2,053
-198
-9% -$33.6K 0.08% 99
2017
Q2 		$380K Sell
2,251
-21
-0.9% -$3.46K 0.08% 102
2017
Q1 		$367K Hold
2,272
– – 0.08% 104
2016
Q4 		$350K Buy
2,272
+41
+2% +$6.12K 0.08% 108
2016
Q3 		$332K Hold
2,231
– – 0.08% 113
2016
Q2 		$306K Sell
2,231
-65
-3% -$8.77K 0.08% 118
2016
Q1 		$304K Buy
2,296
+85
+4% +$10.6K 0.07% 119
2015
Q4 		$308K Sell
2,211
-71
-3% -$10.1K 0.07% 123
2015
Q3 		$306K Buy
2,282
+47
+2% +$6.96K 0.07% 119
2015
Q2 		$345K Buy
2,235
+74
+3% +$11.3K 0.08% 115
2015
Q1 		$327K Buy
+2,161
New +$315K 0.07% 114
2013
Q3 		– Sell
-1,015
Closed -$113K – 236
2013
Q2 		$113K Buy
+1,015
New +$111K 0.03% 123

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cobiz Wealth's IWO Position: Q2 2019 in Review

Cobiz Wealth increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.47% in Q2 2019, buying an estimated $1.58K and bringing the position to 1,716 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #89.

Cobiz Wealth first reported a position in IWO in Q2 2013 and has held it in 19 quarters since. The position peaked at $381K in Q4 2017. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Cobiz Wealth held 1,716 shares of iShares Russell 2000 Growth ETF worth $345K as of Q2 2019.
  • Cobiz Wealth bought 8 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $1.58K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Cobiz Wealth's portfolio in Q2 2019, its #89 holding.
  • Cobiz Wealth first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 19 quarters since.
  • Cobiz Wealth's iShares Russell 2000 Growth ETF position peaked at $381K in Q4 2017.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.