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

Guidant Wealth 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
2019 Q3	$3.32M	Sell	17,230 -245	-1%	-$48.6K	1.23%	25
2019 Q2	$3.51M	Sell	17,475 -79	-0.5%	-$15.6K	1.36%	22
2019 Q1	$3.45M	Sell	17,554 -499	-3%	-$94.9K	1.35%	23
2018 Q4	$3.03M	Buy	+18,053	New	+$3.37M	1.41%	22
2017 Q3	–	Sell	-17,999	Closed	-$3.03M	–	212
2017 Q2	$3.03M	Sell	17,999 -2,204	-11%	-$363K	1.56%	23
2017 Q1	$3.19M	Sell	20,203 -4,095	-17%	-$650K	1.67%	23
2016 Q4	$3.81M	Sell	24,298 -11,246	-32%	-$1.68M	2.16%	16
2016 Q3	$5.26M	Buy	+35,544	New	+$5.18M	3.24%	10

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors's IWO Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q3 2019, selling an estimated $48.6K and leaving 17,230 shares worth $3.32M. The position accounts for 1.23% of the portfolio, ranked #25.

Guidant Wealth Advisors first reported a position in IWO in Q3 2016 and has held it in 8 quarters since. The position peaked at $5.26M in Q3 2016. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

Guidant Wealth Advisors held 17,230 shares of iShares Russell 2000 Growth ETF worth $3.32M as of Q3 2019.
Guidant Wealth Advisors sold 245 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $48.6K.
iShares Russell 2000 Growth ETF made up 1.23% of Guidant Wealth Advisors's portfolio in Q3 2019, its #25 holding.
Guidant Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $5.26M in Q3 2016.
613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.