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

Litman Gregory 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 Q2	–	Sell	-54	Closed	-$16K	–	128
2021 Q1	$16K	Hold	54	–	–	﹤0.01%	141
2020 Q4	$15K	Hold	54	–	–	﹤0.01%	143
2020 Q3	$12K	Hold	54	–	–	﹤0.01%	139
2020 Q2	$11K	Hold	54	–	–	﹤0.01%	131
2020 Q1	$9K	Sell	54 -580	-91%	-$115K	﹤0.01%	125
2019 Q4	$136K	Hold	634	–	–	0.03%	59
2019 Q3	$122K	Buy	634 +150	+31%	+$29.7K	0.03%	58
2019 Q2	$97K	Buy	484 +430	+796%	+$85K	0.03%	65
2019 Q1	$11K	Hold	54	–	–	﹤0.01%	105
2018 Q4	$9K	Sell	54 -350	-87%	-$65.3K	﹤0.01%	116
2018 Q3	$87K	Buy	404 +233	+136%	+$49.7K	0.03%	51
2018 Q2	$35K	Buy	+171	New	+$34.2K	0.01%	61

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Litman Gregory Wealth Management's IWO Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 54 shares — an estimated $16K sold.

Litman Gregory Wealth Management first reported a position in IWO in Q2 2018 and held it in 12 quarters. The position peaked at $136K in Q4 2019. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Litman Gregory Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 54 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $16K.
Litman Gregory Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 12 quarters.
Litman Gregory Wealth Management's iShares Russell 2000 Growth ETF position peaked at $136K in Q4 2019.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.