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ForthRight Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

ForthRight Wealth Management’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
-481
Closed -$138K – 106
2020
Q4 		$138K Buy
+481
New +$123K 0.11% 37

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ForthRight Wealth Management's IWO Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 481 shares — an estimated $138K sold.

ForthRight Wealth Management first reported a position in IWO in Q4 2020 and held it in 1 quarter. The position peaked at $138K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 481 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $138K.
  • ForthRight Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Russell 2000 Growth ETF position peaked at $138K in Q4 2020.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.