Red Cedar Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Red Cedar Investment Management’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 Q3	–	Sell	-103	Closed	-$21K	–	82
2020 Q2	$21K	Hold	103	–	–	﹤0.01%	80
2020 Q1	$16K	Hold	103	–	–	0.01%	31
2019 Q4	$22K	Hold	103	–	–	0.01%	25
2019 Q3	$20K	Hold	103	–	–	0.01%	23
2019 Q2	$21K	Hold	103	–	–	0.01%	23
2019 Q1	$21K	Hold	103	–	–	0.01%	26
2018 Q4	$17K	Hold	103	–	–	0.01%	26
2018 Q3	$22K	Buy	+103	New	+$22K	0.01%	26

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Red Cedar Investment Management's IWO Position: Q3 2020 in Review

Red Cedar Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 103 shares — an estimated $21K sold.

Red Cedar Investment Management first reported a position in IWO in Q3 2018 and held it in 8 quarters. The position peaked at $22K in Q4 2019. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Red Cedar Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Red Cedar Investment Management sold 103 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $21K.
Red Cedar Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 8 quarters.
Red Cedar Investment Management's iShares Russell 2000 Growth ETF position peaked at $22K in Q4 2019.
677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Red Cedar Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.