Macroview Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Macroview Investment 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
2020 Q3	–	Sell	-6	Closed	-$1K	–	348
2020 Q2	$1K	Buy	+6	New	+$1.12K	﹤0.01%	300
2019 Q4	–	Sell	-123	Closed	-$24K	–	320
2019 Q3	$24K	Hold	123	–	–	0.05%	105
2019 Q2	$25K	Sell	123 -63	-34%	-$12.5K	0.06%	101
2019 Q1	$37K	Hold	186	–	–	0.09%	81
2018 Q4	$31K	Sell	186 -26	-12%	-$4.85K	0.1%	92
2018 Q3	$46K	Hold	212	–	–	0.14%	69
2018 Q2	$43K	Hold	212	–	–	0.15%	66
2018 Q1	$40K	Buy	212 +134	+172%	+$25.7K	0.14%	65
2017 Q4	$15K	Hold	78	–	–	0.07%	69
2017 Q3	$14K	Buy	78 +26	+50%	+$4.42K	0.07%	78
2017 Q2	$9K	Buy	52 +41	+373%	+$6.75K	0.05%	95
2017 Q1	$2K	Buy	+11	New	+$1.75K	0.01%	96

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

Macroview Investment Management's IWO Position: Q3 2020 in Review

Macroview Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Macroview Investment Management first reported a position in IWO in Q1 2017 and held it in 12 quarters. The position peaked at $46K in Q3 2018. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Macroview Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Macroview Investment Management sold 6 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $1K.
Macroview Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and held it in 12 quarters.
Macroview Investment Management's iShares Russell 2000 Growth ETF position peaked at $46K in Q3 2018.
677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Macroview Investment Management's 13F filing for Q3 2020, filed 23 Oct 2020.