IberiaBank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

IberiaBank’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 Q2	$7.18M	Sell	34,701 -2,805	-7%	-$525K	0.85%	39
2020 Q1	$5.93M	Sell	37,506 -476	-1%	-$94.5K	0.78%	45
2019 Q4	$8.14M	Buy	37,982 +2,775	+8%	+$563K	0.85%	40
2019 Q3	$6.79M	Buy	35,207 +921	+3%	+$183K	0.78%	45
2019 Q2	$6.89M	Sell	34,286 -464	-1%	-$91.8K	0.76%	48
2019 Q1	$6.83M	Sell	34,750 -2,345	-6%	-$446K	0.79%	44
2018 Q4	$6.23M	Buy	37,095 +700	+2%	+$131K	0.81%	39
2018 Q3	$7.83M	Buy	36,395 +19,010	+109%	+$4.05M	0.98%	24
2018 Q2	$3.55M	Buy	17,385 +7,912	+84%	+$1.58M	0.62%	56
2018 Q1	$1.8M	Sell	9,473 -14,191	-60%	-$2.73M	0.36%	97
2017 Q4	$4.49M	Sell	23,664 -2,343	-9%	-$428K	0.7%	44
2017 Q3	$4.69M	Buy	+26,007	New	+$4.42M	0.78%	38
2016 Q1	–	Sell	-1,466	Closed	-$204K	–	162
2015 Q4	$204K	Buy	+1,466	New	+$208K	0.09%	156

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

IberiaBank's IWO Position: Q2 2020 in Review

IberiaBank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.5% in Q2 2020, selling an estimated $525K and leaving 34,701 shares worth $7.18M. The position accounts for 0.85% of the portfolio, ranked #39.

IberiaBank first reported a position in IWO in Q4 2015 and has held it in 13 quarters since. The position peaked at $8.14M in Q4 2019. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

IberiaBank held 34,701 shares of iShares Russell 2000 Growth ETF worth $7.18M as of Q2 2020.
IberiaBank sold 2,805 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $525K.
iShares Russell 2000 Growth ETF made up 0.85% of IberiaBank's portfolio in Q2 2020, its #39 holding.
IberiaBank first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 13 quarters since.
IberiaBank's iShares Russell 2000 Growth ETF position peaked at $8.14M in Q4 2019.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.