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Jeppson Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-50
Closed -$11K – 283
2020
Q3 		$11K Buy
+50
New +$10.9K 0.01% 384

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 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

Jeppson Wealth Management's IWO Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 50 shares — an estimated $11K sold.

Jeppson Wealth Management first reported a position in IWO in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 50 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $11K.
  • Jeppson Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Russell 2000 Growth ETF position peaked at $11K in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.