Mid Atlantic Financial Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mid Atlantic Financial 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 Q3	$915K	Hold	3,117	–	–	0.06%	279
2021 Q2	$972K	Buy	3,117 +43	+1%	+$12.9K	0.07%	260
2021 Q1	$925K	Buy	3,074 +76	+3%	+$23.6K	0.07%	256
2020 Q4	$860K	Buy	2,998 +49	+2%	+$12.5K	0.07%	259
2020 Q3	$722K	Sell	2,949 -120	-4%	-$26.3K	0.06%	273
2020 Q2	$635K	Sell	3,069 -1,225	-29%	-$229K	0.06%	276
2020 Q1	$679K	Sell	4,294 -207	-5%	-$41.1K	0.08%	237
2019 Q4	$964K	Sell	4,501 -482	-10%	-$97.8K	0.09%	228
2019 Q3	$960K	Sell	4,983 -28	-0.6%	-$5.55K	0.1%	202
2019 Q2	$1.01M	Buy	5,011 +440	+10%	+$87K	0.1%	193
2019 Q1	$899K	Sell	4,571 -194	-4%	-$36.9K	0.1%	217
2018 Q4	$800K	Buy	+4,765	New	+$889K	0.1%	204

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

Mid Atlantic Financial Management's IWO Position: Q3 2021 in Review

Mid Atlantic Financial Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2021 at 3,117 shares worth $915K. The position accounts for 0.06% of the portfolio, ranked #279.

Mid Atlantic Financial Management first reported a position in IWO in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2019. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

Mid Atlantic Financial Management held 3,117 shares of iShares Russell 2000 Growth ETF worth $915K as of Q3 2021.
Mid Atlantic Financial Management left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2021.
iShares Russell 2000 Growth ETF made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #279 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Russell 2000 Growth ETF position peaked at $1.01M in Q2 2019.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.