Lowe Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lowe Wealth 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
2020 Q4	–	Sell	-67	Closed	-$15K	–	272
2020 Q3	$15K	Buy	+67	New	+$14.7K	0.01%	134
2019 Q3	–	Sell	-150	Closed	-$30K	–	290
2019 Q2	$30K	Hold	150	–	–	0.02%	92
2019 Q1	$29K	Sell	150 -21	-12%	-$4K	0.02%	88
2018 Q4	$29K	Buy	+171	New	+$31.9K	0.02%	82

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Lowe Wealth Advisors's IWO Position: Q4 2020 in Review

Lowe Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 67 shares — an estimated $15K sold.

Lowe Wealth Advisors first reported a position in IWO in Q4 2018 and held it in 4 quarters. The position peaked at $30K in Q2 2019. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

Lowe Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 67 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $15K.
Lowe Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 4 quarters.
Lowe Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $30K in Q2 2019.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Lowe Wealth Advisors's 13F filing for Q4 2020, filed 7 Jan 2021.