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Willingdon Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Willingdon 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
2019
Q3 		– Sell
-35
Closed -$7K – 523
2019
Q2 		$7K Buy
+35
New +$6.92K ﹤0.01% 246
2019
Q1 		– Hold
0
– – – 257
2018
Q4 		– Hold
0
– – – 286
2018
Q3 		– Hold
0
– – – 303
2018
Q2 		– Hold
0
– – – 280
2018
Q1 		– Hold
0
– – – 283
2017
Q4 		– Hold
0
– – – 267
2017
Q3 		– Hold
0
– – – 250

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Willingdon Wealth Management's IWO Position: Q3 2019 in Review

Willingdon Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 35 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in IWO in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

  • Willingdon Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 35 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $7K.
  • Willingdon Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares Russell 2000 Growth ETF position peaked at $7K in Q2 2019.
  • 613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Willingdon Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.