Drexel Morgan & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Drexel Morgan & Co’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
2021 Q2	–	Sell	-2,205	Closed	-$663K	–	95
2021 Q1	$663K	Hold	2,205	–	–	0.17%	58
2020 Q4	$632K	Hold	2,205	–	–	0.17%	58
2020 Q3	$488K	Buy	2,205 +40	+2%	+$8.76K	0.17%	61
2020 Q2	$448K	Hold	2,165	–	–	0.17%	65
2020 Q1	$342K	Hold	2,165	–	–	0.13%	68
2019 Q4	$464K	Hold	2,165	–	–	0.35%	60
2019 Q3	$417K	Hold	2,165	–	–	0.32%	62
2019 Q2	$435K	Hold	2,165	–	–	0.34%	60
2019 Q1	$426K	Hold	2,165	–	–	0.38%	61
2018 Q4	$364K	Buy	+2,165	New	+$404K	0.36%	62
2015 Q2	–	Sell	-2,200	Closed	-$333K	–	94
2015 Q1	$333K	Buy	+2,200	New	+$321K	0.36%	76

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Drexel Morgan & Co's IWO Position: Q2 2021 in Review

Drexel Morgan & Co sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 2,205 shares — an estimated $663K sold.

Drexel Morgan & Co first reported a position in IWO in Q1 2015 and held it in 11 quarters. The position peaked at $663K in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Drexel Morgan & Co reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Drexel Morgan & Co sold 2,205 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $663K.
Drexel Morgan & Co first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 11 quarters.
Drexel Morgan & Co's iShares Russell 2000 Growth ETF position peaked at $663K in Q1 2021.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Drexel Morgan & Co's 13F filing for Q2 2021, filed 12 Aug 2021.