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FCG Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FCG Advisors’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
Q3 		$483K Buy
2,180
+465
+27% +$102K 0.11% 100
2020
Q2 		$355K Sell
1,715
-27
-2% -$5.05K 0.09% 100
2020
Q1 		$276K Sell
1,742
-65
-4% -$12.9K 0.08% 114
2019
Q4 		$387K Buy
1,807
+50
+3% +$10.1K 0.11% 99
2019
Q3 		$339K Hold
1,757
– – 0.1% 106
2019
Q2 		$353K Sell
1,757
-26
-1% -$5.14K 0.11% 98
2019
Q1 		$351K Hold
1,783
– – 0.12% 95
2018
Q4 		$300K Hold
1,783
– – 0.11% 97
2018
Q3 		$383K Hold
1,783
– – 0.13% 88
2018
Q2 		$364K Sell
1,783
-218
-11% -$43.6K 0.13% 89
2018
Q1 		$381K Sell
2,001
-45
-2% -$8.64K 0.13% 86
2017
Q4 		$380K Buy
2,046
+122
+6% +$22.3K 0.14% 78
2017
Q3 		$344K Sell
1,924
-515
-21% -$87.5K 0.13% 84
2017
Q2 		$412K Sell
2,439
-67
-3% -$11K 0.14% 83
2017
Q1 		$405K Sell
2,506
-107
-4% -$17K 0.16% 70
2016
Q4 		$402K Sell
2,613
-52
-2% -$7.76K 0.18% 65
2016
Q3 		$397K Sell
2,665
-615
-19% -$89.6K 0.12% 75
2016
Q2 		$450K Buy
3,280
+638
+24% +$86.1K 0.14% 76
2016
Q1 		$350K Sell
2,642
-421
-14% -$52.5K 0.12% 72
2015
Q4 		$427K Hold
3,063
– – 0.26% 55
2015
Q3 		$410K Buy
3,063
+164
+6% +$24.3K 0.34% 55
2015
Q2 		$448K Sell
2,899
-577
-17% -$88.4K 0.35% 53
2015
Q1 		$527K Sell
3,476
-1,765
-34% -$257K 0.27% 57
2014
Q4 		$744K Sell
5,241
-1,744
-25% -$236K 0.37% 53
2014
Q3 		$879K Buy
6,985
+665
+11% +$89.1K 0.58% 35
2014
Q2 		$875K Sell
6,320
-52
-0.8% -$6.84K 0.66% 35
2014
Q1 		$867K Sell
6,372
-597
-9% -$81.6K 0.62% 37
2013
Q4 		$331K Sell
6,969
-16
-0.2% -$2.07K 0.22% 59
2013
Q3 		$879K Sell
6,985
-1,258
-15% -$152K 0.63% 34
2013
Q2 		$919K Buy
+8,243
New +$900K 0.75% 32

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FCG Advisors's IWO Position: Q3 2020 in Review

FCG Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 27% in Q3 2020, buying an estimated $102K and bringing the position to 2,180 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #100.

FCG Advisors first reported a position in IWO in Q2 2013 and has held it in 30 quarters since. The position peaked at $919K in Q2 2013. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • FCG Advisors held 2,180 shares of iShares Russell 2000 Growth ETF worth $483K as of Q3 2020.
  • FCG Advisors bought 465 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $102K.
  • iShares Russell 2000 Growth ETF made up 0.11% of FCG Advisors's portfolio in Q3 2020, its #100 holding.
  • FCG Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 30 quarters since.
  • FCG Advisors's iShares Russell 2000 Growth ETF position peaked at $919K in Q2 2013.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.