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Cornerstone Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cornerstone Management’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
-1,474
Closed -$233K – 47
2020
Q1 		$233K Hold
1,474
– – 0.11% 35
2019
Q4 		$316K Hold
1,474
– – 0.13% 37
2019
Q3 		$284K Hold
1,474
– – 0.13% 35
2019
Q2 		$296K Sell
1,474
-3
-0.2% -$593 0.14% 33
2019
Q1 		$290K Sell
1,477
-3,952
-73% -$752K 0.14% 32
2018
Q4 		$912K Sell
5,429
-15,924
-75% -$2.97M 0.55% 24
2018
Q3 		$4.59M Buy
21,353
+2,950
+16% +$629K 2.47% 10
2018
Q2 		$3.76M Sell
18,403
-876
-5% -$175K 2.16% 12
2018
Q1 		$3.67M Sell
19,279
-9,339
-33% -$1.79M 2.1% 11
2017
Q4 		$5.34M Sell
28,618
-2,182
-7% -$398K 2.71% 10
2017
Q3 		$5.51M Sell
30,800
-562
-2% -$95.5K 2.87% 9
2017
Q2 		$5.29M Sell
31,362
-1,830
-6% -$301K 2.81% 9
2017
Q1 		$5.37M Buy
33,192
+3,075
+10% +$488K 2.74% 9
2016
Q4 		$4.64M Sell
30,117
-443
-1% -$66.1K 2.66% 9
2016
Q3 		$4.55M Sell
30,560
-633
-2% -$92.2K 2.65% 8
2016
Q2 		$4.28M Sell
31,193
-3,470
-10% -$468K 2.58% 8
2016
Q1 		$4.6M Sell
34,663
-2,345
-6% -$293K 2.88% 8
2015
Q4 		$5.15M Buy
37,008
+4,367
+13% +$619K 3.41% 8
2015
Q3 		$4.37M Buy
32,641
+1,387
+4% +$205K 3.31% 8
2015
Q2 		$4.83M Sell
31,254
-155
-0.5% -$23.8K 3.45% 8
2015
Q1 		$4.76M Buy
31,409
+675
+2% +$98.4K 3.6% 7
2014
Q4 		$4.38M Buy
+30,734
New +$4.16M 3.41% 8

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Cornerstone Management's IWO Position: Q2 2020 in Review

Cornerstone Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 1,474 shares — an estimated $233K sold.

Cornerstone Management first reported a position in IWO in Q4 2014 and held it in 22 quarters. The position peaked at $5.51M in Q3 2017. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • Cornerstone Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Management sold 1,474 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $233K.
  • Cornerstone Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 22 quarters.
  • Cornerstone Management'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 Cornerstone Management's 13F filing for Q2 2020, filed 26 May 2023.