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Investment Research & Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Investment Research & Advisory Group’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
Q4 		– Sell
-118
Closed -$26K – 156
2020
Q3 		$26K Hold
118
– – 0.02% 109
2020
Q2 		$24K Hold
118
– – 0.02% 110
2020
Q1 		$19K Hold
118
– – 0.02% 113
2019
Q4 		$25K Buy
+118
New +$23.9K 0.02% 129

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Investment Research & Advisory Group's IWO Position: Q4 2020 in Review

Investment Research & Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 118 shares — an estimated $26K sold.

Investment Research & Advisory Group first reported a position in IWO in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q3 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

  • Investment Research & Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 118 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $26K.
  • Investment Research & Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 4 quarters.
  • Investment Research & Advisory Group's iShares Russell 2000 Growth ETF position peaked at $26K in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Investment Research & Advisory Group's 13F filing for Q4 2020, filed 16 Feb 2021.