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

HCR 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
2021
Q1 		– Sell
-127
Closed -$36K – 219
2020
Q4 		$36K Buy
127
+26
+26% +$6.63K 0.01% 213
2020
Q3 		$22K Sell
101
-26
-20% -$5.69K 0.01% 206
2020
Q2 		$26K Hold
127
– – 0.01% 197
2020
Q1 		$20K Hold
127
– – 0.01% 193
2019
Q4 		$27K Buy
+127
New +$25.8K 0.01% 190

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

HCR Wealth Advisors's IWO Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 127 shares — an estimated $36K sold.

HCR Wealth Advisors first reported a position in IWO in Q4 2019 and held it in 5 quarters. The position peaked at $36K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 127 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $36K.
  • HCR Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $36K in Q4 2020.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.