MBT
IWO icon

Monroe Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Monroe Bank & Trust’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 		$326K Hold
1,625
– – 0.11% 87
2019
Q1 		$320K Sell
1,625
-35
-2% -$6.66K 0.1% 87
2018
Q4 		$279K Hold
1,660
– – 0.09% 89
2018
Q3 		$357K Sell
1,660
-20
-1% -$4.26K 0.11% 86
2018
Q2 		$343K Sell
1,680
-720
-30% -$144K 0.11% 87
2018
Q1 		$457K Sell
2,400
-10
-0.4% -$1.92K 0.15% 80
2017
Q4 		$450K Hold
2,410
– – 0.14% 81
2017
Q3 		$432K Hold
2,410
– – 0.14% 83
2017
Q2 		$407K Hold
2,410
– – 0.13% 84
2017
Q1 		$390K Sell
2,410
-5
-0.2% -$794 0.13% 86
2016
Q4 		$372K Hold
2,415
– – 0.13% 91
2016
Q3 		$338K Hold
2,415
– – 0.12% 96
2016
Q2 		$332K Sell
2,415
-10
-0.4% -$1.35K 0.12% 98
2016
Q1 		$322K Hold
2,425
– – 0.11% 104
2015
Q4 		$338K Sell
2,425
-10
-0.4% -$1.42K 0.12% 110
2015
Q3 		$326K Sell
2,435
-5
-0.2% -$741 0.12% 111
2015
Q2 		$377K Sell
2,440
-360
-13% -$55.2K 0.13% 106
2015
Q1 		$425K Sell
2,800
-1,010
-27% -$147K 0.15% 103
2014
Q4 		$543K Buy
3,810
+90
+2% +$12.2K 0.18% 99
2014
Q3 		$482K Sell
3,720
-115
-3% -$15.4K 0.18% 97
2014
Q2 		$531K Buy
3,835
+70
+2% +$9.2K 0.18% 98
2014
Q1 		$513K Hold
3,765
– – 0.17% 100
2013
Q4 		$511K Sell
3,765
-535
-12% -$69.3K 0.2% 94
2013
Q3 		$541K Sell
4,300
-1,010
-19% -$122K 0.22% 91
2013
Q2 		$592K Buy
+5,310
New +$580K 0.26% 85

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

Monroe Bank & Trust's IWO Position: Q2 2019 in Review

Monroe Bank & Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2019 at 1,625 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #87.

Monroe Bank & Trust first reported a position in IWO in Q2 2013 and has held it in 25 quarters since. The position peaked at $592K in Q2 2013. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Monroe Bank & Trust held 1,625 shares of iShares Russell 2000 Growth ETF worth $326K as of Q2 2019.
  • Monroe Bank & Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2019.
  • iShares Russell 2000 Growth ETF made up 0.11% of Monroe Bank & Trust's portfolio in Q2 2019, its #87 holding.
  • Monroe Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 25 quarters since.
  • Monroe Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $592K in Q2 2013.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Monroe Bank & Trust's 13F filing for Q2 2019, filed 29 Jul 2019.