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

SVA 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
Q4 		$1.2M Sell
4,179
-3
-0.1% -$765 0.1% 122
2020
Q3 		$926K Sell
4,182
-198
-5% -$43.3K 0.09% 122
2020
Q2 		$906K Sell
4,380
-190
-4% -$35.5K 0.1% 120
2020
Q1 		$723K Sell
4,570
-60
-1% -$11.9K 0.08% 123
2019
Q4 		$992K Hold
4,630
– – 0.09% 123
2019
Q3 		$892K Sell
4,630
-16
-0.3% -$3.17K 0.09% 124
2019
Q2 		$933K Sell
4,646
-525
-10% -$104K 0.09% 125
2019
Q1 		$1.02M Sell
5,171
-210
-4% -$40K 0.1% 125
2018
Q4 		$904K Buy
5,381
+175
+3% +$32.6K 0.1% 121
2018
Q3 		$1.12M Sell
5,206
-87
-2% -$18.5K 0.11% 115
2018
Q2 		$1.08M Sell
5,293
-789
-13% -$158K 0.12% 119
2018
Q1 		$1.09M Buy
6,082
+605
+11% +$116K 0.13% 113
2017
Q4 		$1.02M Sell
5,477
-605
-10% -$110K 0.12% 118
2017
Q3 		$1.09M Sell
6,082
-211
-3% -$35.8K 0.13% 113
2017
Q2 		$1.06M Buy
6,293
+5
+0.1% +$823 0.14% 109
2017
Q1 		$1.02M Buy
6,288
+62
+1% +$9.84K 0.14% 106
2016
Q4 		$958K Buy
6,226
+67
+1% +$10K 0.14% 110
2016
Q3 		$917K Sell
6,159
-283
-4% -$41.2K 0.14% 110
2016
Q2 		$884K Sell
6,442
-163
-2% -$22K 0.14% 114
2016
Q1 		$876K Buy
6,605
+157
+2% +$19.6K 0.15% 112
2015
Q4 		$898K Sell
6,448
-1,530
-19% -$217K 0.16% 121
2015
Q3 		$1.07M Hold
7,978
– – 0.2% 109
2015
Q2 		$1.23M Sell
7,978
-350
-4% -$53.6K 0.23% 103
2015
Q1 		$1.26M Buy
8,328
+1,531
+23% +$223K 0.23% 103
2014
Q4 		$968K Hold
6,797
– – 0.35% 72
2014
Q3 		$882K Buy
6,797
+149
+2% +$20K 0.38% 65
2014
Q2 		$920K Hold
6,648
– – 0.39% 62
2014
Q1 		$905K Hold
6,648
– – 0.43% 58
2013
Q4 		$901K Buy
+6,648
New +$861K 0.54% 52

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SVA Wealth Management's IWO Position: Q4 2020 in Review

SVA Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.07% in Q4 2020, selling an estimated $765 and leaving 4,179 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #122.

SVA Wealth Management first reported a position in IWO in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.26M in Q1 2015. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

  • SVA Wealth Management held 4,179 shares of iShares Russell 2000 Growth ETF worth $1.2M as of Q4 2020.
  • SVA Wealth Management sold 3 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $765.
  • iShares Russell 2000 Growth ETF made up 0.1% of SVA Wealth Management's portfolio in Q4 2020, its #122 holding.
  • SVA Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.26M in Q1 2015.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.