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PCA
Personal Capital Advisors’s
iShares Russell 2000 Growth ETF
IWO
Stock Holding History
Personal Capital Advisors’s Portfolio
IWO Stock Details
IWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$201K
Buy
+938
New
+$206K
﹤0.01%
468
2022
Q2
–
Sell
-1,329
Closed
-$340K
–
461
2022
Q1
$340K
Sell
1,329
-683
-34%
-$175K
﹤0.01%
363
2021
Q4
$564K
Buy
2,012
+729
+57%
+$220K
﹤0.01%
317
2021
Q3
$377K
Buy
1,283
+50
+4%
+$15K
﹤0.01%
356
2021
Q2
$384K
Buy
1,233
+275
+29%
+$82.7K
﹤0.01%
352
2021
Q1
$288K
Buy
958
+261
+37%
+$81K
﹤0.01%
397
2020
Q4
$200K
Sell
697
-415
-37%
-$106K
﹤0.01%
442
2020
Q3
$246K
Buy
+1,112
New
+$243K
﹤0.01%
368
2020
Q1
–
Sell
-1,117
Closed
-$239K
–
375
2019
Q4
$239K
Hold
1,117
–
–
﹤0.01%
367
2019
Q3
$215K
Buy
1,117
+66
+6%
+$13.1K
﹤0.01%
340
2019
Q2
$211K
Sell
1,051
-64
-6%
-$12.7K
﹤0.01%
310
2019
Q1
$219K
Buy
+1,115
New
+$212K
﹤0.01%
308
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
APF
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Juneau, Alaska
$1.57B AUM
15.23%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
B
Barings
Charlotte, North Carolina
$6.19B AUM
16.5%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
CCWM
Cassaday & Co Wealth Management
Mclean, Virginia
$4.69B AUM
20.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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