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Sharkey, Howes & Javer’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-822
Closed -$247K – 81
2021
Q1 		$247K Buy
822
+56
+7% +$17.4K 0.08% 69
2020
Q4 		$220K Buy
+766
New +$195K 0.07% 67
2019
Q3 		– Sell
-766
Closed -$154K – 112
2019
Q2 		$154K Sell
766
-13
-2% -$2.57K 0.07% 67
2019
Q1 		$153K Sell
779
-12
-2% -$2.28K 0.07% 66
2018
Q4 		$133K Buy
791
+103
+15% +$19.2K 0.09% 66
2018
Q3 		$148K Hold
688
– – 0.08% 66
2018
Q2 		$141K Hold
688
– – 0.08% 58
2018
Q1 		$131K Hold
688
– – 0.07% 51
2017
Q4 		$128K Sell
688
-62
-8% -$11.3K 0.07% 56
2017
Q3 		$136K Hold
750
– – 0.07% 51
2017
Q2 		$127K Buy
750
+62
+9% +$10.2K 0.07% 48
2017
Q1 		$111K Sell
688
-32
-4% -$5.08K 0.06% 52
2016
Q4 		$111K Hold
720
– – 0.07% 53
2016
Q3 		$107K Buy
720
+57
+9% +$8.31K 0.06% 55
2016
Q2 		$91K Hold
663
– – 0.06% 69
2016
Q1 		$88K Hold
663
– – 0.06% 66
2015
Q4 		$92K Sell
663
-573
-46% -$81.3K 0.06% 62
2015
Q3 		$178K Buy
+1,236
New +$183K 0.14% 41
2015
Q2 		– Sell
-907
Closed -$138K – 226
2015
Q1 		$138K Buy
+907
New +$132K 0.09% 54

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's IWO Position: Q2 2021 in Review

Sharkey, Howes & Javer sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 822 shares — an estimated $247K sold.

Sharkey, Howes & Javer first reported a position in IWO in Q1 2015 and held it in 19 quarters. The position peaked at $247K in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

  • Sharkey, Howes & Javer reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 822 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $247K.
  • Sharkey, Howes & Javer first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 19 quarters.
  • Sharkey, Howes & Javer's iShares Russell 2000 Growth ETF position peaked at $247K in Q1 2021.
  • 818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2021, filed 28 Jul 2021.