RPWA
IWO icon

Regent Peak Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-27
Closed -$8K – 561
2020
Q4 		$8K Buy
+27
New +$6.88K ﹤0.01% 585

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
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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Regent Peak Wealth Advisors's IWO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 27 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in IWO in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 27 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $8K in Q4 2020.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.