Nachman Norwood & Parrott’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Nachman Norwood & Parrott’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 Q2	$676K	Buy	2,169 +19	+0.9%	+$5.72K	0.07%	158
2021 Q1	$646K	Sell	2,150 -249	-10%	-$77.3K	0.07%	157
2020 Q4	$688K	Buy	2,399 +1	+0%	+$255	0.08%	149
2020 Q3	$531K	Buy	2,398 +2	+0.1%	+$438	0.07%	151
2020 Q2	$496K	Buy	2,396 +294	+14%	+$55K	0.08%	153
2020 Q1	$332K	Buy	2,102 +14	+0.7%	+$2.78K	0.07%	168
2019 Q4	$447K	Sell	2,088 -20	-0.9%	-$4.06K	0.07%	172
2019 Q3	$406K	Hold	2,108	–	–	0.07%	177
2019 Q2	$423K	Hold	2,108	–	–	0.08%	167
2019 Q1	$415K	Hold	2,108	–	–	0.08%	159
2018 Q4	$354K	Buy	+2,108	New	+$393K	0.07%	164

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

Nachman Norwood & Parrott's IWO Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.88% in Q2 2021, buying an estimated $5.72K and bringing the position to 2,169 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #158.

Nachman Norwood & Parrott first reported a position in IWO in Q4 2018 and has held it in 11 quarters since. The position peaked at $688K in Q4 2020. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Nachman Norwood & Parrott held 2,169 shares of iShares Russell 2000 Growth ETF worth $676K as of Q2 2021.
Nachman Norwood & Parrott bought 19 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $5.72K.
iShares Russell 2000 Growth ETF made up 0.07% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #158 holding.
Nachman Norwood & Parrott first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's iShares Russell 2000 Growth ETF position peaked at $688K in Q4 2020.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.