JAWM
IWO icon

J. Arnold Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

J. Arnold 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
2021
Q3 		– Sell
-5
Closed -$2K – 88
2021
Q2 		$2K Hold
5
– – ﹤0.01% 101
2021
Q1 		$2K Hold
5
– – ﹤0.01% 94
2020
Q4 		$1K Buy
+5
New +$1.27K ﹤0.01% 89

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

J. Arnold Wealth Management's IWO Position: Q3 2021 in Review

J. Arnold Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 5 shares — an estimated $2K sold.

J. Arnold Wealth Management first reported a position in IWO in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • J. Arnold Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • J. Arnold Wealth Management sold 5 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $2K.
  • J. Arnold Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 3 quarters.
  • J. Arnold Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2K in Q2 2021.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on J. Arnold Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.