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Howard Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Howard Capital 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
2021
Q3 		– Sell
-7,265
Closed -$2.23M – 67
2021
Q2 		$2.23M Buy
+7,265
New +$2.19M 0.42% 17
2018
Q3 		– Sell
-113,712
Closed -$24.1M – 73
2018
Q2 		$24.1M Hold
113,712
– – 2.64% 6
2018
Q1 		$21.7M Hold
113,712
– – 2.74% 6
2017
Q4 		$21.2M Buy
+113,712
New +$20.8M 3.39% 5

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howard Capital Management's IWO Position: Q3 2021 in Review

Howard Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 7,265 shares — an estimated $2.23M sold.

Howard Capital Management first reported a position in IWO in Q4 2017 and held it in 4 quarters. The position peaked at $24.1M in Q2 2018. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • Howard Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Howard Capital Management sold 7,265 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $2.23M.
  • Howard Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 4 quarters.
  • Howard Capital Management's iShares Russell 2000 Growth ETF position peaked at $24.1M in Q2 2018.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Howard Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.