Sun Life Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sun Life Financial’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	–	Sell	-530	Closed	-$110K	–	517
2020 Q2	$110K	Hold	530	–	–	0.02%	122
2020 Q1	$84K	Hold	530	–	–	0.02%	117
2019 Q4	$114K	Hold	530	–	–	0.03%	116
2019 Q3	$102K	Hold	530	–	–	0.03%	235
2019 Q2	$106K	Hold	530	–	–	0.03%	235
2019 Q1	$104K	Hold	530	–	–	0.02%	264
2018 Q4	$89K	Hold	530	–	–	0.02%	303
2018 Q3	$114K	Hold	530	–	–	0.02%	317
2018 Q2	$108K	Buy	530 +429	+425%	+$85.8K	0.02%	319
2018 Q1	$530	Sell	101 -429	-81%	-$82.4K	﹤0.01%	424
2017 Q4	$99K	Hold	530	–	–	0.01%	196
2017 Q3	$95K	Hold	530	–	–	0.01%	349
2017 Q2	$89K	Buy	530 +444	+516%	+$73.1K	0.01%	362
2017 Q1	$530	Buy	+86	New	+$13.6K	﹤0.01%	167
2016 Q4	–	Sell	-530	Closed	-$79K	–	509
2016 Q3	$79K	Hold	530	–	–	0.01%	93
2016 Q2	$73K	Hold	530	–	–	0.01%	114
2016 Q1	$70.3K	Hold	530	–	–	0.14%	29
2015 Q4	$74K	Buy	+530	New	+$75.2K	0.01%	97

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

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

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

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

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

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

Sun Life Financial's IWO Position: Q3 2020 in Review

Sun Life Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 530 shares — an estimated $110K sold.

Sun Life Financial first reported a position in IWO in Q4 2015 and held it in 18 quarters. The position peaked at $114K in Q4 2019. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Sun Life Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Sun Life Financial sold 530 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $110K.
Sun Life Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 18 quarters.
Sun Life Financial's iShares Russell 2000 Growth ETF position peaked at $114K in Q4 2019.
677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Sun Life Financial's 13F filing for Q3 2020, filed 9 Nov 2020.