Sonora Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sonora Investment 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
2021 Q3	$38K	Sell	130 -44	-25%	-$13.2K	﹤0.01%	481
2021 Q2	$54K	Sell	174 -20	-10%	-$6.02K	0.01%	378
2021 Q1	$58K	Hold	194	–	–	﹤0.01%	543
2020 Q4	$56K	Hold	194	–	–	﹤0.01%	572
2020 Q3	$43K	Sell	194 -150	-44%	-$32.8K	﹤0.01%	633
2020 Q2	$71K	Sell	344 -9	-3%	-$1.68K	0.01%	409
2020 Q1	$56K	Hold	353	–	–	0.01%	432
2019 Q4	$76K	Buy	353 +9	+3%	+$1.83K	0.01%	403
2019 Q3	$66K	Sell	344 -150	-30%	-$29.7K	0.01%	425
2019 Q2	$99K	Buy	+494	New	+$97.7K	0.01%	356

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's IWO Position: Q3 2021 in Review

Sonora Investment Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 25% in Q3 2021, selling an estimated $13.2K and leaving 130 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Sonora Investment Management first reported a position in IWO in Q2 2019 and has held it in 10 quarters since. The position peaked at $99K in Q2 2019. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

Sonora Investment Management held 130 shares of iShares Russell 2000 Growth ETF worth $38K as of Q3 2021.
Sonora Investment Management sold 44 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $13.2K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #481 holding.
Sonora Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 10 quarters since.
Sonora Investment Management's iShares Russell 2000 Growth ETF position peaked at $99K in Q2 2019.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.