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Cornerstone Advisors (Washington)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cornerstone Advisors (Washington)’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
Q1 		– Sell
-90,954
Closed -$19.5M – 786
2019
Q4 		$19.5M Sell
90,954
-4,630
-5% -$940K 2.36% 4
2019
Q3 		$18.4M Buy
+95,584
New +$19M 2.46% 4
2019
Q1 		– Sell
-100
Closed -$17K – 1363
2018
Q4 		$17K Hold
100
– – ﹤0.01% 539
2018
Q3 		$22K Buy
+100
New +$21.3K 0.01% 514

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWO Position: Q1 2020 in Review

Cornerstone Advisors (Washington) sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 90,954 shares — an estimated $19.5M sold.

Cornerstone Advisors (Washington) first reported a position in IWO in Q3 2018 and held it in 4 quarters. The position peaked at $19.5M in Q4 2019. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

  • Cornerstone Advisors (Washington) reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 90,954 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $19.5M.
  • Cornerstone Advisors (Washington) first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 4 quarters.
  • Cornerstone Advisors (Washington)'s iShares Russell 2000 Growth ETF position peaked at $19.5M in Q4 2019.
  • 624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2020, filed 22 Apr 2020.