Wealthstreet Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-700	Closed	-$211K	–	210
2021 Q1	$211K	Sell	700 -900	-56%	-$279K	0.02%	343
2020 Q4	$459K	Sell	1,600 -30	-2%	-$7.65K	0.05%	249
2020 Q3	$361K	Buy	1,630 +113	+7%	+$24.7K	0.04%	260
2020 Q2	$314K	Buy	+1,517	New	+$284K	0.04%	263
2020 Q1	–	Sell	-1,137	Closed	-$244K	–	325
2019 Q4	$244K	Hold	1,137	–	–	0.03%	309
2019 Q3	$227K	Hold	1,137	–	–	0.03%	311
2019 Q2	$228K	Buy	1,137 +70	+7%	+$13.8K	0.03%	316
2019 Q1	$210K	Buy	+1,067	New	+$203K	0.03%	321
2018 Q4	–	Sell	-1,077	Closed	-$232K	–	335
2018 Q3	$232K	Hold	1,077	–	–	0.03%	323
2018 Q2	$220K	Hold	1,077	–	–	0.03%	321
2018 Q1	$205K	Buy	+1,077	New	+$207K	0.03%	326

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wealthstreet Investment Advisors's IWO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 700 shares — an estimated $211K sold.

Wealthstreet Investment Advisors first reported a position in IWO in Q1 2018 and held it in 11 quarters. The position peaked at $459K in Q4 2020. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 700 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $211K.
Wealthstreet Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 11 quarters.
Wealthstreet Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $459K in Q4 2020.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.