Highland Private Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Highland Private Wealth Management’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 Q1	–	Sell	-3,413	Closed	-$228K	–	125
2019 Q4	$228K	Sell	3,413 -61	-2%	-$12.4K	0.05%	114
2019 Q3	$206K	Sell	3,474 -257	-7%	-$51K	0.06%	114
2019 Q2	$239K	Sell	3,731 -500	-12%	-$98.9K	0.07%	106
2019 Q1	$244K	Sell	4,231 -22	-0.5%	-$4.19K	0.08%	92
2018 Q4	$210K	Buy	4,253 +3	+0.1%	+$560	0.08%	91
2018 Q3	$268K	Sell	4,250 -2,488	-37%	-$530K	0.09%	84
2018 Q2	$315K	Buy	+6,738	New	+$1.35M	0.11%	78
2018 Q1	–	Sell	-6,840	Closed	-$290K	–	130
2017 Q4	$290K	Sell	6,840 -216	-3%	-$39.4K	0.12%	76
2017 Q3	$282K	Sell	7,056 -34	-0.5%	-$5.78K	0.12%	69
2017 Q2	$266K	Buy	+7,090	New	+$1.17M	0.13%	68

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Highland Private Wealth Management's IWO Position: Q1 2020 in Review

Highland Private Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 3,413 shares — an estimated $228K sold.

Highland Private Wealth Management first reported a position in IWO in Q2 2017 and held it in 10 quarters. The position peaked at $315K in Q2 2018. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

Highland Private Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Highland Private Wealth Management sold 3,413 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $228K.
Highland Private Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 10 quarters.
Highland Private Wealth Management's iShares Russell 2000 Growth ETF position peaked at $315K in Q2 2018.
624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Highland Private Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.