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TI-Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TI-Trust’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 		$54K Buy
+251
New +$50.9K 0.05% 182

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 $74.2B AUM 21.09% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TI-Trust's IWO Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2019: 251 shares worth $54K. The stake represents 0.05% of the portfolio and ranks #182 among its holdings.

722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • TI-Trust held 251 shares of iShares Russell 2000 Growth ETF worth $54K as of Q4 2019.
  • iShares Russell 2000 Growth ETF was a new TI-Trust position in Q4 2019.
  • iShares Russell 2000 Growth ETF made up 0.05% of TI-Trust's portfolio in Q4 2019, its #182 holding.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.