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

Kopp Investment 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
2019 Q3	$232K	Hold	1,205	–	–	0.43%	41
2019 Q2	$242K	Hold	1,205	–	–	0.28%	44
2019 Q1	$237K	Hold	1,205	–	–	0.19%	55
2018 Q4	$202K	Hold	1,205	–	–	0.2%	61
2018 Q3	$259K	Hold	1,205	–	–	0.22%	54
2018 Q2	$246K	Hold	1,205	–	–	0.23%	54
2018 Q1	$230K	Hold	1,205	–	–	0.23%	62
2017 Q4	$225K	Buy	+1,205	New	+$220K	0.23%	61
2016 Q1	–	Sell	-3,575	Closed	-$498K	–	69
2015 Q4	$498K	Buy	+3,575	New	+$507K	0.24%	53
2015 Q1	–	Sell	-3,775	Closed	-$537K	–	77
2014 Q4	$537K	Buy	+3,775	New	+$511K	0.26%	55

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Kopp Investment Advisors's IWO Position: Q3 2019 in Review

Kopp Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2019 at 1,205 shares worth $232K. The position accounts for 0.43% of the portfolio, ranked #41.

Kopp Investment Advisors first reported a position in IWO in Q4 2014 and has held it in 10 quarters since. The position peaked at $537K in Q4 2014. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

Kopp Investment Advisors held 1,205 shares of iShares Russell 2000 Growth ETF worth $232K as of Q3 2019.
Kopp Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2019.
iShares Russell 2000 Growth ETF made up 0.43% of Kopp Investment Advisors's portfolio in Q3 2019, its #41 holding.
Kopp Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 10 quarters since.
Kopp Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $537K in Q4 2014.
613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.