RPG Investment Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RPG Investment Advisory’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	-10	Closed	-$3K	–	362
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	299
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	300
2020 Q2	$2K	Hold	10	–	–	﹤0.01%	319
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	253
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	254
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	247
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	248
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	266
2018 Q4	$2K	Buy	+10	New	+$1.86K	﹤0.01%	263
2017 Q3	–	Sell	-43	Closed	-$7K	–	417
2017 Q2	$7K	Buy	+43	New	+$7.08K	﹤0.01%	229

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

RPG Investment Advisory's IWO Position: Q1 2021 in Review

RPG Investment Advisory sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

RPG Investment Advisory first reported a position in IWO in Q2 2017 and held it in 10 quarters. The position peaked at $7K in Q2 2017. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

RPG Investment Advisory reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
RPG Investment Advisory sold 10 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $3K.
RPG Investment Advisory first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 10 quarters.
RPG Investment Advisory's iShares Russell 2000 Growth ETF position peaked at $7K in Q2 2017.
825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on RPG Investment Advisory's 13F filing for Q1 2021, filed 27 Apr 2021.