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

Independence 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
2020
Q3 		$207K Hold
933
– – 0.04% 101
2020
Q2 		$193K Hold
933
– – 0.04% 99
2020
Q1 		$148K Buy
933
+300
+47% +$59.6K 0.04% 88
2019
Q4 		$136K Buy
+633
New +$128K 0.03% 99

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independence Advisors's IWO Position: Q3 2020 in Review

Independence Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2020 at 933 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #101.

Independence Advisors first reported a position in IWO in Q4 2019 and has held it in 4 quarters since. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • Independence Advisors held 933 shares of iShares Russell 2000 Growth ETF worth $207K as of Q3 2020.
  • Independence Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2020.
  • iShares Russell 2000 Growth ETF made up 0.04% of Independence Advisors's portfolio in Q3 2020, its #101 holding.
  • Independence Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.