Osborne Partners Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Osborne Partners Capital 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
2021 Q2	–	Sell	-768	Closed	-$231K	–	203
2021 Q1	$231K	Buy	+768	New	+$238K	0.02%	186
2014 Q2	–	Sell	-1,600	Closed	-$218K	–	178
2014 Q1	$218K	Hold	1,600	–	–	0.03%	174
2013 Q4	$217K	Buy	+1,600	New	+$207K	0.03%	173

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

Osborne Partners Capital Management's IWO Position: Q2 2021 in Review

Osborne Partners Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 768 shares — an estimated $231K sold.

Osborne Partners Capital Management first reported a position in IWO in Q4 2013 and held it in 3 quarters. The position peaked at $231K in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Osborne Partners Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Osborne Partners Capital Management sold 768 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $231K.
Osborne Partners Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 3 quarters.
Osborne Partners Capital Management's iShares Russell 2000 Growth ETF position peaked at $231K in Q1 2021.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Osborne Partners Capital Management's 13F filing for Q2 2021, filed 9 Aug 2021.