Sound View Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sound View Wealth Advisors’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 Q1	$225K	Buy	+1,142	New	+$217K	0.07%	227

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sound View Wealth Advisors's IWO Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2019: 1,142 shares worth $225K. The stake represents 0.07% of the portfolio and ranks #227 among its holdings.

641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

Sound View Wealth Advisors held 1,142 shares of iShares Russell 2000 Growth ETF worth $225K as of Q1 2019.
iShares Russell 2000 Growth ETF was a new Sound View Wealth Advisors position in Q1 2019.
iShares Russell 2000 Growth ETF made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #227 holding.
641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.