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Sterling Investment Advisors (Pennsylvania)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-7
Closed -$1K – 422
2019
Q3 		$1K Buy
+7
New +$1.39K ﹤0.01% 410

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 $83.7B AUM 27.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IWO Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWO in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 7 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Russell 2000 Growth ETF position peaked at $1K in Q3 2019.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.