Monetary Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Monetary Management Group’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 Q3	–	Sell	-30	Closed	-$6K	–	300
2019 Q2	$6K	Hold	30	–	–	﹤0.01%	298
2019 Q1	$6K	Hold	30	–	–	﹤0.01%	292
2018 Q4	$5K	Buy	+30	New	+$5.59K	﹤0.01%	288
2018 Q3	–	Sell	-30	Closed	-$6K	–	312
2018 Q2	$6K	Hold	30	–	–	﹤0.01%	309
2018 Q1	$6K	Buy	+30	New	+$5.76K	﹤0.01%	309
2017 Q4	–	Sell	-30	Closed	-$5K	–	308
2017 Q3	$5K	Hold	30	–	–	﹤0.01%	299
2017 Q2	$5K	Buy	+30	New	+$4.94K	﹤0.01%	311
2016 Q3	–	Sell	-30	Closed	-$4K	–	324
2016 Q2	$4K	Buy	+30	New	+$4.05K	﹤0.01%	324

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Monetary Management Group's IWO Position: Q3 2019 in Review

Monetary Management Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 30 shares — an estimated $6K sold.

Monetary Management Group first reported a position in IWO in Q2 2016 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

Monetary Management Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
Monetary Management Group sold 30 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $6K.
Monetary Management Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and held it in 8 quarters.
Monetary Management Group's iShares Russell 2000 Growth ETF position peaked at $6K in Q2 2019.
613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Monetary Management Group's 13F filing for Q3 2019, filed 12 Nov 2019.