First Personal Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Personal Financial 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 Q3	–	Sell	-3,650	Closed	-$733K	–	649
2019 Q2	$733K	Buy	3,650 +750	+26%	+$148K	0.21%	92
2019 Q1	$570K	Hold	2,900	–	–	0.17%	108
2018 Q4	$487K	Hold	2,900	–	–	0.17%	110
2018 Q3	$624K	Hold	2,900	–	–	0.2%	102
2018 Q2	$593K	Hold	2,900	–	–	0.2%	105
2018 Q1	$553K	Sell	2,900 -544	-16%	-$104K	0.12%	141
2017 Q4	$643K	Buy	3,444 +544	+19%	+$99.3K	0.13%	133
2017 Q3	$519K	Hold	2,900	–	–	0.11%	141
2017 Q2	$489K	Buy	+2,900	New	+$477K	0.11%	141
2016 Q2	–	Sell	-75	Closed	-$10K	–	821
2016 Q1	$10K	Hold	75	–	–	﹤0.01%	264
2015 Q4	$10K	Hold	75	–	–	0.01%	297
2015 Q3	$11K	Hold	75	–	–	0.01%	277
2015 Q2	$12K	Hold	75	–	–	0.01%	268
2015 Q1	$12K	Buy	+75	New	+$10.9K	0.01%	265

Other funds holding IWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

First Personal Financial Services's IWO Position: Q3 2019 in Review

First Personal Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 3,650 shares — an estimated $733K sold.

First Personal Financial Services first reported a position in IWO in Q1 2015 and held it in 14 quarters. The position peaked at $733K in Q2 2019. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

First Personal Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 3,650 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $733K.
First Personal Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 14 quarters.
First Personal Financial Services's iShares Russell 2000 Growth ETF position peaked at $733K in Q2 2019.
613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.