SPL
IWO icon

Smart Portfolios LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Smart Portfolios LLC’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
2019
Q4 		– Sell
-1,264
Closed -$255K – 52
2019
Q3 		$255K Buy
+1,264
New +$251K 0.23% 36
2019
Q2 		– Sell
-808
Closed -$159K – 124
2019
Q1 		$159K Hold
808
– – 0.13% 54
2018
Q4 		$136K Sell
808
-22,644
-97% -$4.22M 0.11% 55
2018
Q3 		$5.04M Buy
23,452
+22,644
+2,802% +$4.83M 3.12% 16
2018
Q2 		$165K Hold
808
– – 0.11% 50
2018
Q1 		$154K Buy
+808
New +$155K 0.1% 45

Other funds holding IWO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smart Portfolios LLC's IWO Position: Q4 2019 in Review

Smart Portfolios LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2019, closing a stake of 1,264 shares — an estimated $255K sold.

Smart Portfolios LLC first reported a position in IWO in Q1 2018 and held it in 6 quarters. The position peaked at $5.04M in Q3 2018. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • Smart Portfolios LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 1,264 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $255K.
  • Smart Portfolios LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 6 quarters.
  • Smart Portfolios LLC's iShares Russell 2000 Growth ETF position peaked at $5.04M in Q3 2018.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Smart Portfolios LLC's 13F filing for Q4 2019, filed 12 Feb 2020.