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

Great Lakes 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
2021
Q2 		– Sell
-695
Closed -$209K – 730
2021
Q1 		$209K Buy
+695
New +$216K ﹤0.01% 653
2018
Q1 		– Sell
-1,358
Closed -$254K – 538
2017
Q4 		$254K Sell
1,358
-56
-4% -$10.2K 0.01% 544
2017
Q3 		$253K Sell
1,414
-6
-0.4% -$1.02K 0.01% 547
2017
Q2 		$240K Sell
1,420
-84
-6% -$13.8K 0.01% 533
2017
Q1 		$243K Sell
1,504
-10
-0.7% -$1.59K 0.01% 534
2016
Q4 		$233K Hold
1,514
– – 0.01% 529
2016
Q3 		$225K Sell
1,514
-30
-2% -$4.37K 0.01% 534
2016
Q2 		$212K Hold
1,544
– – 0.01% 531
2016
Q1 		$205K Buy
1,544
+25
+2% +$3.12K 0.01% 534
2015
Q4 		$212K Hold
1,519
– – 0.01% 505
2015
Q3 		$203K Buy
1,519
+1
+0.1% +$148 0.01% 517
2015
Q2 		$235K Sell
1,518
-39
-3% -$5.98K 0.01% 505
2015
Q1 		$236K Sell
1,557
-866
-36% -$126K 0.01% 505
2014
Q4 		$345K Buy
2,423
+96
+4% +$13K 0.01% 458
2014
Q3 		$302K Buy
2,327
+733
+46% +$98.2K 0.01% 463
2014
Q2 		$221K Sell
1,594
-444
-22% -$58.4K 0.01% 328
2014
Q1 		$277K Sell
2,038
-55
-3% -$7.52K 0.01% 317
2013
Q4 		$284K Sell
2,093
-138
-6% -$17.9K 0.01% 286
2013
Q3 		$281K Buy
2,231
+412
+23% +$49.7K 0.01% 318
2013
Q2 		$203K Buy
+1,819
New +$199K 0.01% 353

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Lakes Advisors's IWO Position: Q2 2021 in Review

Great Lakes Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 695 shares — an estimated $209K sold.

Great Lakes Advisors first reported a position in IWO in Q2 2013 and held it in 20 quarters. The position peaked at $345K in Q4 2014. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

  • Great Lakes Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Great Lakes Advisors sold 695 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $209K.
  • Great Lakes Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 20 quarters.
  • Great Lakes Advisors's iShares Russell 2000 Growth ETF position peaked at $345K in Q4 2014.
  • 818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Great Lakes Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.