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Wealthspire Advisors (Maryland)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$212K Sell
955
-4,532
-83% -$992K 0.01% 437
2020
Q2 		$1.14M Sell
5,487
-23
-0.4% -$4.3K 0.08% 148
2020
Q1 		$872K Sell
5,510
-92
-2% -$18.3K 0.08% 154
2019
Q4 		$1.2M Sell
5,602
-93
-2% -$18.9K 0.08% 146
2019
Q3 		$1.1M Buy
5,695
+62
+1% +$12.3K 0.08% 131
2019
Q2 		$1.13M Sell
5,633
-122
-2% -$24.1K 0.08% 129
2019
Q1 		$1.13M Sell
5,755
-1,608
-22% -$306K 0.09% 123
2018
Q4 		$1.24M Buy
7,363
+1,823
+33% +$340K 0.11% 104
2018
Q3 		$1.19M Sell
5,540
-125
-2% -$26.6K 0.1% 118
2018
Q2 		$1.16M Sell
5,665
-162
-3% -$32.4K 0.1% 115
2018
Q1 		$1.11M Buy
5,827
+782
+16% +$150K 0.1% 115
2017
Q4 		$942K Sell
5,045
-695
-12% -$127K 0.09% 141
2017
Q3 		$1.03M Buy
5,740
+2,886
+101% +$490K 0.11% 125
2017
Q2 		$482K Buy
2,854
+2,248
+371% +$370K 0.06% 235
2017
Q1 		$98K Hold
606
– – 0.01% 610
2016
Q4 		$93K Hold
606
– – 0.01% 603
2016
Q3 		$90K Buy
606
+1
+0.2% +$146 0.01% 598
2016
Q2 		$83K Hold
605
– – 0.01% 576
2016
Q1 		$80K Hold
605
– – 0.01% 582
2015
Q4 		$84K Buy
+605
New +$85.8K 0.02% 568

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IWO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 83% in Q3 2020, selling an estimated $992K and leaving 955 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #437.

Wealthspire Advisors (Maryland) first reported a position in IWO in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.24M in Q4 2018. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 955 shares of iShares Russell 2000 Growth ETF worth $212K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 4,532 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $992K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #437 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Russell 2000 Growth ETF position peaked at $1.24M in Q4 2018.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.