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Schoolcraft Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Schoolcraft Capital’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
-2,257
Closed -$467K – 48
2020
Q2 		$467K Hold
2,257
– – 0.23% 29
2020
Q1 		$357K Hold
2,257
– – 0.22% 36
2019
Q4 		$483K Hold
2,257
– – 0.25% 38
2019
Q3 		$435K Hold
2,257
– – 0.25% 37
2019
Q2 		$453K Hold
2,257
– – 0.27% 35
2019
Q1 		$444K Buy
+2,257
New +$429K 0.29% 32

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Schoolcraft Capital's IWO Position: Q3 2020 in Review

Schoolcraft Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 2,257 shares — an estimated $467K sold.

Schoolcraft Capital first reported a position in IWO in Q1 2019 and held it in 6 quarters. The position peaked at $483K in Q4 2019. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • Schoolcraft Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Schoolcraft Capital sold 2,257 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $467K.
  • Schoolcraft Capital first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 6 quarters.
  • Schoolcraft Capital's iShares Russell 2000 Growth ETF position peaked at $483K in Q4 2019.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Schoolcraft Capital's 13F filing for Q3 2020, filed 18 Oct 2023.