United Capital Management of KS’s iShares Russell 2000 Growth ETF IWO Stock Holding History

United Capital Management of KS’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 Q1	–	Sell	-1,151	Closed	-$247K	–	94
2019 Q4	$247K	Buy	1,151 +7	+0.6%	+$1.42K	0.16%	95
2019 Q3	$217K	Sell	1,144 -250	-18%	-$49.6K	0.16%	102
2019 Q2	$218K	Buy	1,394 +255	+22%	+$50.4K	0.16%	103
2019 Q1	$230K	Buy	+1,139	New	+$217K	0.18%	100
2018 Q4	–	Sell	-1,084	Closed	-$233K	–	111
2018 Q3	$233K	Buy	+1,084	New	+$231K	0.19%	100

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

United Capital Management of KS's IWO Position: Q1 2020 in Review

United Capital Management of KS sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2020, closing a stake of 1,151 shares — an estimated $247K sold.

United Capital Management of KS first reported a position in IWO in Q3 2018 and held it in 5 quarters. The position peaked at $247K in Q4 2019. 624 funds tracked by Wall St. Rank hold IWO as of Q1 2020.

United Capital Management of KS reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 1,151 iShares Russell 2000 Growth ETF shares in Q1 2020, an estimated $247K.
United Capital Management of KS first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 5 quarters.
United Capital Management of KS's iShares Russell 2000 Growth ETF position peaked at $247K in Q4 2019.
624 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.