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

Taylor Hoffman 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	-175	Closed	-$36K	–	241
2020 Q2	$36K	Buy	+175	New	+$32.7K	0.02%	213
2020 Q1	–	Sell	-175	Closed	-$37K	–	245
2019 Q4	$37K	Hold	175	–	–	0.02%	228
2019 Q3	$34K	Hold	175	–	–	0.02%	231
2019 Q2	$35K	Hold	175	–	–	0.03%	213
2019 Q1	$34K	Hold	175	–	–	0.03%	218
2018 Q4	$29K	Hold	175	–	–	0.03%	212
2018 Q3	$38K	Hold	175	–	–	0.03%	198
2018 Q2	$36K	Hold	175	–	–	0.03%	197
2018 Q1	$33K	Hold	175	–	–	0.03%	210
2017 Q4	$33K	Buy	+175	New	+$31.9K	0.03%	213

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

Taylor Hoffman Wealth Management's IWO Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2020, closing a stake of 175 shares — an estimated $36K sold.

Taylor Hoffman Wealth Management first reported a position in IWO in Q4 2017 and held it in 10 quarters. The position peaked at $38K in Q3 2018. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 175 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $36K.
Taylor Hoffman Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's iShares Russell 2000 Growth ETF position peaked at $38K in Q3 2018.
677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.