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Segment Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Segment Wealth 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
Q2 		– Sell
-13,902
Closed -$2.2M – 201
2020
Q1 		$2.2M Buy
13,902
+425
+3% +$84.4K 0.49% 63
2019
Q4 		$2.89M Buy
13,477
+708
+6% +$144K 0.49% 71
2019
Q3 		$2.46M Buy
12,769
+1,371
+12% +$272K 0.48% 67
2019
Q2 		$2.29M Buy
11,398
+568
+5% +$112K 0.47% 69
2019
Q1 		$2.13M Buy
10,830
+436
+4% +$83K 0.45% 73
2018
Q4 		$1.75M Buy
10,394
+745
+8% +$139K 0.44% 73
2018
Q3 		$2.08M Buy
9,649
+230
+2% +$49K 0.45% 73
2018
Q2 		$1.93M Buy
9,419
+203
+2% +$40.6K 0.45% 75
2018
Q1 		$1.76M Sell
9,216
-62
-0.7% -$11.9K 0.44% 75
2017
Q4 		$1.73M Buy
9,278
+184
+2% +$33.6K 0.42% 75
2017
Q3 		$1.63M Buy
9,094
+242
+3% +$41.1K 0.43% 74
2017
Q2 		$1.49M Buy
8,852
+625
+8% +$103K 0.41% 74
2017
Q1 		$1.33M Buy
+8,227
New +$1.31M 0.43% 72

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Segment Wealth Management's IWO Position: Q2 2020 in Review

Segment Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 13,902 shares — an estimated $2.2M sold.

Segment Wealth Management first reported a position in IWO in Q1 2017 and held it in 13 quarters. The position peaked at $2.89M in Q4 2019. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • Segment Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Segment Wealth Management sold 13,902 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $2.2M.
  • Segment Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and held it in 13 quarters.
  • Segment Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.89M in Q4 2019.
  • 660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Segment Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.