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Financial Insights’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Insights’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
Q3 		– Sell
-521
Closed -$162K – 155
2021
Q2 		$162K Buy
+521
New +$157K 0.13% 91

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Insights's IWO Position: Q3 2021 in Review

Financial Insights sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 521 shares — an estimated $162K sold.

Financial Insights first reported a position in IWO in Q2 2021 and held it in 1 quarter. The position peaked at $162K in Q2 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • Financial Insights reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 521 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $162K.
  • Financial Insights first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's iShares Russell 2000 Growth ETF position peaked at $162K in Q2 2021.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.