UAS
IWO icon

United Asset Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

United Asset Strategies’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
2021
Q3 		– Sell
-3,012
Closed -$939K – 217
2021
Q2 		$939K Buy
3,012
+328
+12% +$98.7K 0.13% 119
2021
Q1 		$807K Sell
2,684
-2,644
-50% -$821K 0.12% 122
2020
Q4 		$1.53M Buy
5,328
+3,375
+173% +$860K 0.24% 80
2020
Q3 		$433K Buy
1,953
+13
+0.7% +$2.85K 0.08% 146
2020
Q2 		$401K Sell
1,940
-172
-8% -$32.2K 0.08% 140
2020
Q1 		$334K Sell
2,112
-250
-11% -$49.6K 0.08% 143
2019
Q4 		$506K Sell
2,362
-94
-4% -$19.1K 0.1% 149
2019
Q3 		$473K Buy
2,456
+35
+1% +$6.94K 0.1% 138
2019
Q2 		$486K Sell
2,421
-145
-6% -$28.7K 0.11% 137
2019
Q1 		$505K Buy
2,566
+45
+2% +$8.56K 0.12% 141
2018
Q4 		$423K Buy
2,521
+140
+6% +$26.1K 0.12% 139
2018
Q3 		$512K Buy
2,381
+71
+3% +$15.1K 0.12% 142
2018
Q2 		$472K Buy
2,310
+160
+7% +$32K 0.12% 143
2018
Q1 		$410K Buy
2,150
+80
+4% +$15.4K 0.12% 144
2017
Q4 		$387K Sell
2,070
-210
-9% -$38.3K 0.1% 146
2017
Q3 		$408K Buy
+2,280
New +$387K 0.23% 84

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

United Asset Strategies's IWO Position: Q3 2021 in Review

United Asset Strategies sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 3,012 shares — an estimated $939K sold.

United Asset Strategies first reported a position in IWO in Q3 2017 and held it in 16 quarters. The position peaked at $1.53M in Q4 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • United Asset Strategies reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • United Asset Strategies sold 3,012 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $939K.
  • United Asset Strategies first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and held it in 16 quarters.
  • United Asset Strategies's iShares Russell 2000 Growth ETF position peaked at $1.53M in Q4 2020.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on United Asset Strategies's 13F filing for Q3 2021, filed 21 Oct 2021.