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Covenant Multifamily Offices’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Covenant Multifamily Offices’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 		– Sell
-208
Closed -$41K – 202
2019
Q1 		$41K Buy
+208
New +$39.6K 0.01% 120

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

Covenant Multifamily Offices's IWO Position: Q2 2019 in Review

Covenant Multifamily Offices sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 208 shares — an estimated $41K sold.

Covenant Multifamily Offices first reported a position in IWO in Q1 2019 and held it in 1 quarter. The position peaked at $41K in Q1 2019. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Covenant Multifamily Offices reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Covenant Multifamily Offices sold 208 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $41K.
  • Covenant Multifamily Offices first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Covenant Multifamily Offices's iShares Russell 2000 Growth ETF position peaked at $41K in Q1 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Covenant Multifamily Offices's 13F filing for Q2 2019, filed 31 Jul 2019.