Global Financial Private Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-7,660	Closed	-$1.51M	–	521
2019 Q1	$1.51M	Sell	7,660 -625	-8%	-$119K	0.07%	205
2018 Q4	$1.39M	Sell	8,285 -1,424	-15%	-$266K	0.08%	187
2018 Q3	$2.09M	Buy	9,709 +468	+5%	+$99.8K	0.08%	201
2018 Q2	$1.89M	Buy	9,241 +409	+5%	+$81.8K	0.06%	200
2018 Q1	$1.68M	Sell	8,832 -111	-1%	-$21.3K	0.06%	207
2017 Q4	$1.67M	Buy	8,943 +371	+4%	+$67.7K	0.06%	195
2017 Q3	$1.53M	Buy	+8,572	New	+$1.46M	0.05%	209

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Global Financial Private Capital's IWO Position: Q2 2019 in Review

Global Financial Private Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 7,660 shares — an estimated $1.51M sold.

Global Financial Private Capital first reported a position in IWO in Q3 2017 and held it in 7 quarters. The position peaked at $2.09M in Q3 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

Global Financial Private Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 7,660 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $1.51M.
Global Financial Private Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's iShares Russell 2000 Growth ETF position peaked at $2.09M in Q3 2018.
631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.