Conestoga Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Conestoga Capital 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
2020 Q2	–	Sell	-5,000	Closed	-$791K	–	148
2020 Q1	$791K	Sell	5,000 -2,285	-31%	-$454K	0.02%	75
2019 Q4	$1.56M	Buy	+7,285	New	+$1.48M	0.04%	72
2019 Q1	–	Sell	-15,575	Closed	-$2.62M	–	146
2018 Q4	$2.62M	Buy	+15,575	New	+$2.9M	0.08%	69
2018 Q1	–	Sell	-5,080	Closed	-$948K	–	122
2017 Q4	$948K	Sell	5,080 -25,720	-84%	-$4.69M	0.04%	76
2017 Q3	$5.51M	Buy	+30,800	New	+$5.23M	0.24%	50
2015 Q1	–	Sell	-11,305	Closed	-$1.61M	–	119
2014 Q4	$1.61M	Buy	+11,305	New	+$1.53M	0.11%	51

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

Conestoga Capital Advisors's IWO Position: Q2 2020 in Review

Conestoga Capital Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 5,000 shares — an estimated $791K sold.

Conestoga Capital Advisors first reported a position in IWO in Q4 2014 and held it in 6 quarters. The position peaked at $5.51M in Q3 2017. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Conestoga Capital Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Conestoga Capital Advisors sold 5,000 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $791K.
Conestoga Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 6 quarters.
Conestoga Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $5.51M in Q3 2017.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Conestoga Capital Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.