Sunflower Bank Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sunflower Bank Wealth Management’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	-1,875	Closed	-$388K	–	123
2020 Q2	$388K	Hold	1,875	–	–	0.13%	94
2020 Q1	$297K	Sell	1,875 -25	-1%	-$4.96K	0.11%	98
2019 Q4	$407K	Hold	1,900	–	–	0.12%	98
2019 Q3	$366K	Hold	1,900	–	–	0.12%	102
2019 Q2	$382K	Hold	1,900	–	–	0.12%	100
2019 Q1	$374K	Hold	1,900	–	–	0.11%	102
2018 Q4	$319K	Hold	1,900	–	–	0.1%	106
2018 Q3	$409K	Hold	1,900	–	–	0.12%	105
2018 Q2	$388K	Hold	1,900	–	–	0.11%	105
2018 Q1	$362K	Hold	1,900	–	–	0.1%	105
2017 Q4	$355K	Hold	1,900	–	–	0.1%	103
2017 Q3	$340K	Hold	1,900	–	–	0.12%	72
2017 Q2	$321K	Buy	+1,900	New	+$313K	0.11%	80
2015 Q3	–	Sell	-1,330	Closed	-$206K	–	95
2015 Q2	$206K	Hold	1,330	–	–	0.07%	92
2015 Q1	$202K	Buy	+1,330	New	+$194K	0.07%	96

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

Sunflower Bank Wealth Management's IWO Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 1,875 shares — an estimated $388K sold.

Sunflower Bank Wealth Management first reported a position in IWO in Q1 2015 and held it in 15 quarters. The position peaked at $409K in Q3 2018. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 1,875 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $388K.
Sunflower Bank Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 15 quarters.
Sunflower Bank Wealth Management's iShares Russell 2000 Growth ETF position peaked at $409K in Q3 2018.
677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.