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MA Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MA Private Wealth’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
-1,343
Closed -$264K – 92
2019
Q1 		$264K Sell
1,343
-1,174
-47% -$223K 0.08% 82
2018
Q4 		$423K Buy
+2,517
New +$469K 0.16% 66

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

MA Private Wealth's IWO Position: Q2 2019 in Review

MA Private Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 1,343 shares — an estimated $264K sold.

MA Private Wealth first reported a position in IWO in Q4 2018 and held it in 2 quarters. The position peaked at $423K in Q4 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • MA Private Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • MA Private Wealth sold 1,343 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $264K.
  • MA Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 2 quarters.
  • MA Private Wealth's iShares Russell 2000 Growth ETF position peaked at $423K in Q4 2018.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on MA Private Wealth's 13F filing for Q2 2019, filed 17 Jul 2019.