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FormulaFolio Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-14,502
Closed -$4.16M – 634
2020
Q4 		$4.16M Buy
+14,502
New +$3.7M 0.09% 169

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

FormulaFolio Investments's IWO Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 14,502 shares — an estimated $4.16M sold.

FormulaFolio Investments first reported a position in IWO in Q4 2020 and held it in 1 quarter. The position peaked at $4.16M in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 14,502 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $4.16M.
  • FormulaFolio Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares Russell 2000 Growth ETF position peaked at $4.16M in Q4 2020.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.