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

Legacy Financial 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
Q2 		– Sell
-141
Closed -$28K – 508
2019
Q1 		$28K Hold
141
– – 0.01% 388
2018
Q4 		$24K Hold
141
– – 0.01% 372
2018
Q3 		$30K Hold
141
– – 0.01% 312
2018
Q2 		$30K Hold
141
– – 0.01% 317
2018
Q1 		$27K Hold
141
– – 0.01% 317
2017
Q4 		$26K Buy
+141
New +$25.7K 0.01% 332

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Financial Advisors's IWO Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 141 shares — an estimated $28K sold.

Legacy Financial Advisors first reported a position in IWO in Q4 2017 and held it in 6 quarters. The position peaked at $30K in Q3 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 141 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $28K.
  • Legacy Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $30K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.