Disciplined Growth Investors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Disciplined Growth Investors’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	-5,058	Closed	-$1.08M	–	86
2019 Q4	$1.08M	Buy	+5,058	New	+$1.03M	0.02%	84
2018 Q3	–	Sell	-16,700	Closed	-$3.41M	–	88
2018 Q2	$3.41M	Hold	16,700	–	–	0.06%	77
2018 Q1	$3.18M	Sell	16,700 -2,700	-14%	-$518K	0.06%	77
2017 Q4	$3.62M	Hold	19,400	–	–	0.07%	78
2017 Q3	$3.47M	Hold	19,400	–	–	0.07%	78
2017 Q2	$3.27M	Sell	19,400 -8,900	-31%	-$1.46M	0.07%	77
2017 Q1	$4.58M	Sell	28,300 -73	-0.3%	-$11.6K	0.1%	76
2016 Q4	$4.37M	Buy	+28,373	New	+$4.24M	0.1%	76

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Disciplined Growth Investors's IWO Position: Q1 2020 in Review

Disciplined Growth Investors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 5,058 shares — an estimated $1.08M sold.

Disciplined Growth Investors first reported a position in IWO in Q4 2016 and held it in 8 quarters. The position peaked at $4.58M in Q1 2017. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

Disciplined Growth Investors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Disciplined Growth Investors sold 5,058 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $1.08M.
Disciplined Growth Investors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 8 quarters.
Disciplined Growth Investors's iShares Russell 2000 Growth ETF position peaked at $4.58M in Q1 2017.
624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Disciplined Growth Investors's 13F filing for Q1 2020, filed 15 May 2020.