Valley National Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Valley National Advisers’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	–	Sell	-8	Closed	-$2K	–	782
2019 Q3	$2K	Hold	8	–	–	﹤0.01%	683
2019 Q2	$2K	Hold	8	–	–	﹤0.01%	648
2019 Q1	$2K	Hold	8	–	–	﹤0.01%	647
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	722
2018 Q3	$2K	Hold	8	–	–	﹤0.01%	593
2018 Q2	$2K	Hold	8	–	–	﹤0.01%	566
2018 Q1	$2K	Hold	8	–	–	﹤0.01%	544
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	609
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	607
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	559
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	562
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	597
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	579
2016 Q2	$1K	Buy	+8	New	+$1.08K	﹤0.01%	566

Other funds holding IWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley National Advisers's IWO Position: Q4 2019 in Review

Valley National Advisers sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2019, closing a stake of 8 shares — an estimated $2K sold.

Valley National Advisers first reported a position in IWO in Q2 2016 and held it in 14 quarters. The position peaked at $2K in Q3 2019. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

Valley National Advisers reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2019 after selling out during the quarter.
Valley National Advisers sold 8 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $2K.
Valley National Advisers first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and held it in 14 quarters.
Valley National Advisers's iShares Russell 2000 Growth ETF position peaked at $2K in Q3 2019.
722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

Based on Valley National Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.