Waddell & Reed Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waddell & Reed Financial’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 Q1	–	Sell	-9,520	Closed	-$2.73M	–	493
2020 Q4	$2.73M	Buy	+9,520	New	+$2.43M	0.01%	455
2020 Q1	–	Sell	-19,583	Closed	-$4.2M	–	455
2019 Q4	$4.2M	Buy	+19,583	New	+$3.97M	0.01%	424
2019 Q1	–	Sell	-60,800	Closed	-$10.2M	–	508
2018 Q4	$10.2M	Buy	+60,800	New	+$11.3M	0.03%	411
2017 Q1	–	Sell	-12,300	Closed	-$1.89M	–	564
2016 Q4	$1.89M	Buy	+12,300	New	+$1.84M	﹤0.01%	548
2016 Q1	–	Sell	-23,600	Closed	-$3.29M	–	613
2015 Q4	$3.29M	Buy	+23,600	New	+$3.35M	0.01%	539
2015 Q1	–	Sell	-6,400	Closed	-$911K	–	575
2014 Q4	$911K	Buy	+6,400	New	+$866K	﹤0.01%	552
2014 Q1	–	Sell	-13,400	Closed	-$1.82M	–	560
2013 Q4	$1.82M	Buy	+13,400	New	+$1.74M	﹤0.01%	547

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Waddell & Reed Financial's IWO Position: Q1 2021 in Review

Waddell & Reed Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 9,520 shares — an estimated $2.73M sold.

Waddell & Reed Financial first reported a position in IWO in Q4 2013 and held it in 7 quarters. The position peaked at $10.2M in Q4 2018. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

Waddell & Reed Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
Waddell & Reed Financial sold 9,520 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $2.73M.
Waddell & Reed Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 7 quarters.
Waddell & Reed Financial's iShares Russell 2000 Growth ETF position peaked at $10.2M in Q4 2018.
825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.