Peddock Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Peddock Capital 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
2020 Q1	–	Sell	-31	Closed	-$7K	–	173
2019 Q4	$7K	Buy	+31	New	+$6.29K	﹤0.01%	226
2019 Q2	–	Sell	-31	Closed	-$6K	–	170
2019 Q1	$6K	Sell	31 -4	-11%	-$761	﹤0.01%	228
2018 Q4	$6K	Hold	35	–	–	﹤0.01%	231
2018 Q3	$8K	Hold	35	–	–	﹤0.01%	231
2018 Q2	$7K	Buy	+35	New	+$7K	﹤0.01%	230

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Peddock Capital Advisors's IWO Position: Q1 2020 in Review

Peddock Capital Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 31 shares — an estimated $7K sold.

Peddock Capital Advisors first reported a position in IWO in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

Peddock Capital Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Peddock Capital Advisors sold 31 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $7K.
Peddock Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 5 quarters.
Peddock Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $8K in Q3 2018.
624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Peddock Capital Advisors's 13F filing for Q1 2020, filed 13 May 2020.