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Walter & Keenan Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Walter & Keenan Wealth Management’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
Q2 		– Sell
-1,449
Closed -$214K – 168
2020
Q1 		$214K Buy
+1,449
New +$288K 0.08% 101

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Walter & Keenan Wealth Management's IWO Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 1,449 shares — an estimated $214K sold.

Walter & Keenan Wealth Management first reported a position in IWO in Q1 2020 and held it in 1 quarter. The position peaked at $214K in Q1 2020. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,449 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $214K.
  • Walter & Keenan Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's iShares Russell 2000 Growth ETF position peaked at $214K in Q1 2020.
  • 660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.