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

Hall Private 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
2020 Q4	$224K	Buy	+782	New	+$199K	0.18%	41

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Hall Private Wealth Advisors's IWO Position: Q4 2020 in Review

Hall Private Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2020: 782 shares worth $224K. The stake represents 0.18% of the portfolio and ranks #41 among its holdings.

804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

Hall Private Wealth Advisors held 782 shares of iShares Russell 2000 Growth ETF worth $224K as of Q4 2020.
iShares Russell 2000 Growth ETF was a new Hall Private Wealth Advisors position in Q4 2020.
iShares Russell 2000 Growth ETF made up 0.18% of Hall Private Wealth Advisors's portfolio in Q4 2020, its #41 holding.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Hall Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Mar 2021.