Fortis Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fortis Advisors’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	–	Sell	-47	Closed	-$10K	–	352
2019 Q4	$10K	Hold	47	–	–	0.01%	266
2019 Q3	$9K	Hold	47	–	–	﹤0.01%	270
2019 Q2	$9K	Hold	47	–	–	﹤0.01%	299
2019 Q1	$9K	Buy	+47	New	+$8.94K	﹤0.01%	288
2018 Q3	–	Sell	-13	Closed	-$3K	–	310
2018 Q2	$3K	Hold	13	–	–	﹤0.01%	298
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	296
2017 Q4	$2K	Sell	13 -380	-97%	-$69.4K	﹤0.01%	277
2017 Q3	$70K	Buy	+393	New	+$66.8K	0.05%	149

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fortis Advisors's IWO Position: Q1 2020 in Review

Fortis Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 47 shares — an estimated $10K sold.

Fortis Advisors first reported a position in IWO in Q3 2017 and held it in 8 quarters. The position peaked at $70K in Q3 2017. 623 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

Fortis Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 47 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $10K.
Fortis Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and held it in 8 quarters.
Fortis Advisors's iShares Russell 2000 Growth ETF position peaked at $70K in Q3 2017.
623 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.