Lucia Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lucia Wealth Services’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 Q3	$54K	Hold	245	–	–	0.01%	157
2020 Q2	$51K	Hold	245	–	–	0.01%	155
2020 Q1	$39K	Hold	245	–	–	0.01%	173
2019 Q4	$52K	Hold	245	–	–	0.02%	154
2019 Q3	$47K	Sell	245 -38	-13%	-$7.53K	0.02%	138
2019 Q2	$57K	Sell	283 -81	-22%	-$16K	0.02%	143
2019 Q1	$72K	Buy	364 +3	+0.8%	+$571	0.02%	148
2018 Q4	$61K	Buy	361 +64	+22%	+$11.9K	0.03%	138
2018 Q3	$64K	Sell	297 -637	-68%	-$136K	0.02%	179
2018 Q2	$191K	Buy	934 +659	+240%	+$132K	0.08%	131
2018 Q1	$52K	Buy	+275	New	+$52.8K	0.02%	143

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Lucia Wealth Services's IWO Position: Q3 2020 in Review

Lucia Wealth Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2020 at 245 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #157.

Lucia Wealth Services first reported a position in IWO in Q1 2018 and has held it in 11 quarters since. The position peaked at $191K in Q2 2018. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Lucia Wealth Services held 245 shares of iShares Russell 2000 Growth ETF worth $54K as of Q3 2020.
Lucia Wealth Services left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2020.
iShares Russell 2000 Growth ETF made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #157 holding.
Lucia Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's iShares Russell 2000 Growth ETF position peaked at $191K in Q2 2018.
677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.