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Personal Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-143
Closed -$45K – 228
2021
Q2 		$45K Buy
+143
New +$43K 0.02% 158
2020
Q1 		– Sell
-143
Closed -$31K – 319
2019
Q4 		$31K Hold
143
– – 0.01% 172
2019
Q3 		$28K Buy
+143
New +$28.4K 0.01% 177

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Wealth Partners's IWO Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 143 shares — an estimated $45K sold.

Personal Wealth Partners first reported a position in IWO in Q3 2019 and held it in 3 quarters. The position peaked at $45K in Q2 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 143 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $45K.
  • Personal Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $45K in Q2 2021.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.