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Crow Point Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Crow Point Partners’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
2018
Q3 		– Sell
-60
Closed -$1.23M – 162
2018
Q2 		$1.23M Buy
+60
New +$12K 0.23% 42

Other funds holding IWO

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crow Point Partners's IWO Position: Q4 2019 in Review

Crow Point Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2019: 12,000 shares worth $1.07M. The stake represents 1.68% of the portfolio and ranks #14 among its holdings.

722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • Crow Point Partners held 12,000 shares of iShares Russell 2000 Growth ETF worth $1.07M as of Q4 2019.
  • iShares Russell 2000 Growth ETF was a new Crow Point Partners position in Q4 2019.
  • iShares Russell 2000 Growth ETF made up 1.68% of Crow Point Partners's portfolio in Q4 2019, its #14 holding.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.