FIMS
IWO icon

FBL Investment Management Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FBL Investment Management Services’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
Q4 		$2.89M Hold
13,500
– – 7.15% 5
2019
Q3 		$2.6M Hold
13,500
– – 6.83% 5
2019
Q2 		$2.72M Sell
13,500
-95,176
-88% -$18.8M 6.51% 5
2019
Q1 		$20.4M Buy
108,676
+95,176
+705% +$18.1M 8.47% 1
2018
Q4 		$2.27M Sell
13,500
-95,176
-88% -$17.8M 5.79% 6
2018
Q3 		$20.4M Buy
108,676
+95,176
+705% +$20.3M 8.47% 1
2018
Q2 		$2.76M Hold
13,500
– – 7.08% 7
2018
Q1 		$2.57M Hold
13,500
– – 6.11% 7
2017
Q4 		$2.52M Hold
13,500
– – 5.95% 8
2017
Q3 		$2.42M Hold
13,500
– – 4.53% 9
2017
Q2 		$2.28M Hold
13,500
– – 4.68% 9
2017
Q1 		$2.18M Hold
13,500
– – 4.49% 9
2016
Q4 		$2.08M Sell
13,500
-200
-1% -$29.9K 4.15% 9
2016
Q3 		$2.04M Hold
13,700
– – 4.49% 9
2016
Q2 		$1.99M Hold
13,700
– – 4.05% 9
2016
Q1 		$1.91M Hold
13,700
– – 4.44% 9
2015
Q4 		$1.91M Hold
13,700
– – 4.44% 9
2015
Q3 		$1.83M Hold
13,700
– – 4.33% 10
2015
Q2 		$2.12M Sell
13,700
-1,405
-9% -$215K 4.68% 9
2015
Q1 		$2.29M Sell
15,105
-1,365
-8% -$199K 4.74% 9
2014
Q4 		$2.35M Buy
16,470
+300
+2% +$40.6K 5.2% 9
2014
Q3 		$2.1M Buy
16,170
+30
+0.2% +$4.02K 4.01% 9
2014
Q2 		$2.23M Sell
16,140
-81,935
-84% -$10.8M 3.92% 8
2014
Q1 		$13.3M Sell
98,075
-13,525
-12% -$1.85M 3.76% 5
2013
Q4 		$15.1M Sell
111,600
-80,600
-42% -$10.4M 3.55% 6
2013
Q3 		$23M Buy
192,200
+108,800
+130% +$13.1M 3.59% 6
2013
Q2 		$9.3M Buy
+83,400
New +$9.11M 3.29% 7

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FBL Investment Management Services's IWO Position: Q4 2019 in Review

FBL Investment Management Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2019 at 13,500 shares worth $2.89M. The position accounts for 7.15% of the portfolio, ranked #5.

FBL Investment Management Services first reported a position in IWO in Q2 2013 and has held it in 27 quarters since. The position peaked at $23M in Q3 2013. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • FBL Investment Management Services held 13,500 shares of iShares Russell 2000 Growth ETF worth $2.89M as of Q4 2019.
  • FBL Investment Management Services left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2019.
  • iShares Russell 2000 Growth ETF made up 7.15% of FBL Investment Management Services's portfolio in Q4 2019, its #5 holding.
  • FBL Investment Management Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • FBL Investment Management Services's iShares Russell 2000 Growth ETF position peaked at $23M in Q3 2013.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.