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

Price Wealth’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
2019 Q4	–	Sell	-368	Closed	-$71K	–	427
2019 Q3	$71K	Buy	+368	New	+$73K	0.02%	103

Other funds holding IWO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Price Wealth's IWO Position: Q4 2019 in Review

Price Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2019, closing a stake of 368 shares — an estimated $71K sold.

Price Wealth first reported a position in IWO in Q3 2019 and held it in 1 quarter. The position peaked at $71K in Q3 2019. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

Price Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2019 after selling out during the quarter.
Price Wealth sold 368 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $71K.
Price Wealth first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 1 quarter.
Price Wealth's iShares Russell 2000 Growth ETF position peaked at $71K in Q3 2019.
722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.