New England Private Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New England Private Wealth Advisors’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	–	Sell	-655	Closed	-$205K	–	101
2021 Q2	$205K	Buy	+655	New	+$197K	0.04%	100
2020 Q1	–	Sell	-987	Closed	-$212K	–	82
2019 Q4	$212K	Sell	987 -136	-12%	-$27.6K	0.06%	72
2019 Q3	$216K	Hold	1,123	–	–	0.05%	147
2019 Q2	$226K	Buy	1,123 +3	+0.3%	+$593	0.05%	143
2019 Q1	$221K	Buy	+1,120	New	+$213K	0.06%	142
2018 Q4	–	Sell	-1,116	Closed	-$239K	–	150
2018 Q3	$239K	Buy	1,116 +1	+0.1%	+$213	0.06%	128
2018 Q2	$227K	Hold	1,115	–	–	0.06%	131
2018 Q1	$212K	Buy	1,115 +4	+0.4%	+$768	0.06%	136
2017 Q4	$208K	Buy	+1,111	New	+$203K	0.06%	137
2014 Q2	–	Sell	-1,557	Closed	-$212K	–	107
2014 Q1	$212K	Buy	+1,557	New	+$213K	0.09%	93

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 $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New England Private Wealth Advisors's IWO Position: Q3 2021 in Review

New England Private Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 655 shares — an estimated $205K sold.

New England Private Wealth Advisors first reported a position in IWO in Q1 2014 and held it in 10 quarters. The position peaked at $239K in Q3 2018. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

New England Private Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
New England Private Wealth Advisors sold 655 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $205K.
New England Private Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and held it in 10 quarters.
New England Private Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $239K in Q3 2018.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on New England Private Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.