Outlook Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Outlook 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 Q2	–	Sell	-5,618	Closed	-$1.69M	–	220
2021 Q1	$1.69M	Buy	5,618 +235	+4%	+$72.9K	0.59%	41
2020 Q4	$1.54M	Buy	+5,383	New	+$1.37M	0.56%	49

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

Outlook Wealth Advisors's IWO Position: Q2 2021 in Review

Outlook Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 5,618 shares — an estimated $1.69M sold.

Outlook Wealth Advisors first reported a position in IWO in Q4 2020 and held it in 2 quarters. The position peaked at $1.69M in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Outlook Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 5,618 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $1.69M.
Outlook Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 2 quarters.
Outlook Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $1.69M in Q1 2021.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Outlook Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.