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Plotkin Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Plotkin Financial 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
-1,645
Closed -$352K – 63
2019
Q4 		$352K Buy
+1,645
New +$334K 0.33% 44

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Plotkin Financial Advisors's IWO Position: Q1 2020 in Review

Plotkin Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 1,645 shares — an estimated $352K sold.

Plotkin Financial Advisors first reported a position in IWO in Q4 2019 and held it in 1 quarter. The position peaked at $352K in Q4 2019. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

  • Plotkin Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 1,645 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $352K.
  • Plotkin Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Plotkin Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $352K in Q4 2019.
  • 624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on Plotkin Financial Advisors's 13F filing for Q1 2020, filed 15 Nov 2024.