Stearns Financial Services Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stearns Financial Services Group’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 Q3	$36K	Buy	164 +1	+0.6%	+$219	0.01%	179
2020 Q2	$34K	Hold	163	–	–	0.01%	166
2020 Q1	$26K	Sell	163 -1	-0.6%	-$199	﹤0.01%	167
2019 Q4	$35K	Hold	164	–	–	0.01%	162
2019 Q3	$32K	Buy	164 +1	+0.6%	+$198	0.01%	154
2019 Q2	$33K	Hold	163	–	–	0.01%	149
2019 Q1	$32K	Sell	163 -1	-0.6%	-$190	0.01%	152
2018 Q4	$28K	Hold	164	–	–	0.01%	155
2018 Q3	$35K	Buy	+164	New	+$35K	0.01%	150

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Stearns Financial Services Group's IWO Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.61% in Q3 2020, buying an estimated $219 and bringing the position to 164 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #179.

Stearns Financial Services Group first reported a position in IWO in Q3 2018 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Stearns Financial Services Group held 164 shares of iShares Russell 2000 Growth ETF worth $36K as of Q3 2020.
Stearns Financial Services Group bought 1 iShares Russell 2000 Growth ETF share in Q3 2020, an estimated $219.
iShares Russell 2000 Growth ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #179 holding.
Stearns Financial Services Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 9 quarters since.
676 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.