FTIOP
IWO icon

Fiduciary Trust International of Pennsylvania’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$389K Buy
+2,460
New +$488K 0.02% 296
2019
Q4 		– Sell
-1,870
Closed -$361K – 356
2019
Q3 		$361K Hold
1,870
– – 0.01% 319
2019
Q2 		$376K Buy
+1,870
New +$370K 0.02% 314
2018
Q2 		– Sell
-1,134
Closed -$216K – 371
2018
Q1 		$216K Sell
1,134
-174
-13% -$33.4K 0.01% 359
2017
Q4 		$244K Buy
+1,308
New +$239K 0.01% 356
2017
Q3 		– Sell
-2,090
Closed -$353K – 372
2017
Q2 		$353K Buy
2,090
+775
+59% +$128K 0.02% 330
2017
Q1 		$213K Sell
1,315
-25
-2% -$3.97K 0.02% 303
2016
Q4 		$206K Hold
1,340
– – 0.02% 297
2016
Q3 		$200K Buy
+1,340
New +$195K 0.02% 300
2015
Q3 		– Sell
-2,070
Closed -$320K – 340
2015
Q2 		$320K Sell
2,070
-500
-19% -$76.6K 0.02% 325
2015
Q1 		$389K Hold
2,570
– – 0.03% 261
2014
Q4 		$366K Sell
2,570
-348
-12% -$47.1K 0.02% 273
2014
Q3 		$378K Sell
2,918
-70
-2% -$9.38K 0.03% 265
2014
Q2 		$414K Hold
2,988
– – 0.03% 256
2014
Q1 		$407K Sell
2,988
-175
-6% -$23.9K 0.03% 246
2013
Q4 		$429K Hold
3,163
– – 0.03% 239
2013
Q3 		$398K Sell
3,163
-10
-0.3% -$1.21K 0.03% 238
2013
Q2 		$354K Buy
+3,173
New +$347K 0.03% 246

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IWO Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2020: 2,460 shares worth $389K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IWO as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IWO in Q2 2013 and has held it in 18 quarters since. The position peaked at $429K in Q4 2013. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 2,460 shares of iShares Russell 2000 Growth ETF worth $389K as of Q1 2020.
  • iShares Russell 2000 Growth ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares Russell 2000 Growth ETF made up 0.02% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #296 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 18 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares Russell 2000 Growth ETF position peaked at $429K in Q4 2013.
  • 624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.