Squar Milner Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Squar Milner Financial Services’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	-509	Closed	-$80K	–	459
2020 Q1	$80K	Hold	509	–	–	0.05%	313
2019 Q4	$109K	Buy	+509	New	+$103K	0.05%	308
2019 Q3	–	Sell	-509	Closed	-$102K	–	464
2019 Q2	$102K	Sell	509 -559	-52%	-$111K	0.07%	275
2019 Q1	$210K	Hold	1,068	–	–	0.15%	158
2018 Q4	$179K	Hold	1,068	–	–	0.17%	148
2018 Q3	$230K	Sell	1,068 -857	-45%	-$183K	0.21%	129
2018 Q2	$393K	Hold	1,925	–	–	0.35%	74
2018 Q1	$367K	Hold	1,925	–	–	0.46%	67
2017 Q4	$379K	Buy	+1,925	New	+$351K	0.46%	75

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Squar Milner Financial Services's IWO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 509 shares — an estimated $80K sold.

Squar Milner Financial Services first reported a position in IWO in Q4 2017 and held it in 9 quarters. The position peaked at $393K in Q2 2018. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 509 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $80K.
Squar Milner Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares Russell 2000 Growth ETF position peaked at $393K in Q2 2018.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.