Foster Dykema Cabot & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Foster Dykema Cabot & Co’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	-1,701	Closed	-$364K	–	94
2019 Q4	$364K	Hold	1,701	–	–	0.05%	76
2019 Q3	$328K	Hold	1,701	–	–	0.05%	84
2019 Q2	$342K	Hold	1,701	–	–	0.05%	85
2019 Q1	$335K	Hold	1,701	–	–	0.05%	81
2018 Q4	$286K	Hold	1,701	–	–	0.05%	82
2018 Q3	$366K	Hold	1,701	–	–	0.06%	80
2018 Q2	$348K	Hold	1,701	–	–	0.06%	82
2018 Q1	$324K	Hold	1,701	–	–	0.06%	85
2017 Q4	$318K	Buy	+1,701	New	+$310K	0.05%	84

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Foster Dykema Cabot & Co's IWO Position: Q1 2020 in Review

Foster Dykema Cabot & Co sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 1,701 shares — an estimated $364K sold.

Foster Dykema Cabot & Co first reported a position in IWO in Q4 2017 and held it in 9 quarters. The position peaked at $366K in Q3 2018. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

Foster Dykema Cabot & Co reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Foster Dykema Cabot & Co sold 1,701 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $364K.
Foster Dykema Cabot & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 9 quarters.
Foster Dykema Cabot & Co's iShares Russell 2000 Growth ETF position peaked at $366K in Q3 2018.
624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Foster Dykema Cabot & Co's 13F filing for Q1 2020, filed 6 May 2020.