FundX Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FundX Investment Group’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 Q2	–	Sell	-31,563	Closed	-$9.49M	–	41
2021 Q1	$9.49M	Buy	+31,563	New	+$9.8M	5.36%	6
2018 Q4	–	Sell	-6,185	Closed	-$1.33M	–	51
2018 Q3	$1.33M	Sell	6,185 -10,815	-64%	-$2.31M	0.73%	17
2018 Q2	$3.47M	Buy	+17,000	New	+$3.4M	1.72%	10
2017 Q3	–	Sell	-1,259	Closed	-$212K	–	40
2017 Q2	$212K	Buy	+1,259	New	+$207K	0.09%	38
2015 Q3	–	Sell	-5,253	Closed	-$812K	–	20
2015 Q2	$812K	Sell	5,253 -1,147	-18%	-$176K	0.34%	14
2015 Q1	$970K	Buy	+6,400	New	+$933K	0.3%	18
2014 Q2	–	Sell	-20,463	Closed	-$2.78M	–	22
2014 Q1	$2.78M	Sell	20,463 -12,300	-38%	-$1.68M	1.17%	13
2013 Q4	$4.44M	Sell	32,763 -1,464	-4%	-$190K	1.97%	9
2013 Q3	$4.31M	Buy	34,227 +8,227	+32%	+$991K	1.7%	12
2013 Q2	$2.9M	Buy	+26,000	New	+$2.84M	1.24%	15

Other funds holding IWO

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FundX Investment Group's IWO Position: Q2 2021 in Review

FundX Investment Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 31,563 shares — an estimated $9.49M sold.

FundX Investment Group first reported a position in IWO in Q2 2013 and held it in 10 quarters. The position peaked at $9.49M in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

FundX Investment Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
FundX Investment Group sold 31,563 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $9.49M.
FundX Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 10 quarters.
FundX Investment Group's iShares Russell 2000 Growth ETF position peaked at $9.49M in Q1 2021.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on FundX Investment Group's 13F filing for Q2 2021, filed 27 Jul 2021.