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

Heritage 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
Q1 		– Sell
-300
Closed -$50K – 455
2018
Q4 		$50K Buy
+300
New +$56K 0.01% 195

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heritage Wealth Advisors's IWO Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 300 shares — an estimated $50K sold.

Heritage Wealth Advisors first reported a position in IWO in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • Heritage Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 300 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $50K.
  • Heritage Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $50K in Q4 2018.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.