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Northwest Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Northwest Wealth 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
2019
Q2 		– Sell
-36
Closed -$7K – 306
2019
Q1 		$7K Hold
36
– – 0.01% 377
2018
Q4 		$6K Hold
36
– – 0.01% 377
2018
Q3 		$8K Hold
36
– – 0.01% 376
2018
Q2 		$7K Hold
36
– – 0.01% 378
2018
Q1 		$7K Buy
+36
New +$6.91K 0.01% 386

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

Northwest Wealth Management's IWO Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 36 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in IWO in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Northwest Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 36 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $7K.
  • Northwest Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's iShares Russell 2000 Growth ETF position peaked at $8K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.