White Pine Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

White Pine Capital’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	-755	Closed	-$227K	–	240
2021 Q1	$227K	Hold	755	–	–	0.07%	217
2020 Q4	$216K	Buy	+755	New	+$192K	0.08%	207
2015 Q2	–	Sell	-5,135	Closed	-$778K	–	216
2015 Q1	$778K	Buy	5,135 +85	+2%	+$12.4K	0.32%	100
2014 Q4	$719K	Sell	5,050 -6,750	-57%	-$913K	0.24%	115
2014 Q3	$1.53M	Buy	+11,800	New	+$1.58M	0.52%	61
2013 Q4	–	Sell	-4,200	Closed	-$529K	–	236
2013 Q3	$529K	Sell	4,200 -1,950	-32%	-$235K	0.18%	133
2013 Q2	$686K	Buy	+6,150	New	+$672K	0.24%	112

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

White Pine Capital's IWO Position: Q2 2021 in Review

White Pine Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 755 shares — an estimated $227K sold.

White Pine Capital first reported a position in IWO in Q2 2013 and held it in 7 quarters. The position peaked at $1.53M in Q3 2014. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

White Pine Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
White Pine Capital sold 755 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $227K.
White Pine Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 7 quarters.
White Pine Capital's iShares Russell 2000 Growth ETF position peaked at $1.53M in Q3 2014.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on White Pine Capital's 13F filing for Q2 2021, filed 12 Aug 2021.