Private Vista’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Private Vista’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 Q2	$1.07M	Sell	5,154 -343	-6%	-$64.1K	0.52%	37
2020 Q1	$870K	Hold	5,497	–	–	0.33%	51
2019 Q4	$1.18M	Hold	5,497	–	–	0.32%	38
2019 Q3	$1.06M	Buy	5,497 +102	+2%	+$20.2K	0.28%	44
2019 Q2	$1.08M	Sell	5,395 -100	-2%	-$19.8K	0.27%	50
2019 Q1	$1.08M	Buy	5,495 +149	+3%	+$28.3K	0.27%	51
2018 Q4	$898K	Sell	5,346 -42	-0.8%	-$7.83K	0.21%	54
2018 Q3	$1.16M	Buy	5,388 +234	+5%	+$49.9K	0.24%	52
2018 Q2	$1.05M	Sell	5,154 -71	-1%	-$14.2K	0.24%	52
2018 Q1	$996K	Buy	+5,225	New	+$1M	0.29%	43
2017 Q4	–	Sell	-5,225	Closed	-$935K	–	98
2017 Q3	$935K	Hold	5,225	–	–	0.2%	49
2017 Q2	$882K	Buy	+5,225	New	+$860K	0.21%	38

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Private Vista's IWO Position: Q2 2020 in Review

Private Vista reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.2% in Q2 2020, selling an estimated $64.1K and leaving 5,154 shares worth $1.07M. The position accounts for 0.52% of the portfolio, ranked #37.

Private Vista first reported a position in IWO in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2019. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Private Vista held 5,154 shares of iShares Russell 2000 Growth ETF worth $1.07M as of Q2 2020.
Private Vista sold 343 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $64.1K.
iShares Russell 2000 Growth ETF made up 0.52% of Private Vista's portfolio in Q2 2020, its #37 holding.
Private Vista first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 12 quarters since.
Private Vista's iShares Russell 2000 Growth ETF position peaked at $1.18M in Q4 2019.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.