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Weaver Consulting Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-31
Closed -$7K – 512
2020
Q3 		$7K Hold
31
– – ﹤0.01% 630
2020
Q2 		$6K Hold
31
– – ﹤0.01% 631
2020
Q1 		$5K Buy
+31
New +$6.16K ﹤0.01% 559

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Weaver Consulting Group's IWO Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 31 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in IWO in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q3 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 31 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $7K.
  • Weaver Consulting Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's iShares Russell 2000 Growth ETF position peaked at $7K in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.