Winslow Evans & Crocker’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Winslow Evans & Crocker’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	$75K	Buy	+260	New	+$66.3K	0.01%	509
2019 Q1	–	Sell	-72	Closed	-$14K	–	1339
2018 Q4	$14K	Hold	72	–	–	﹤0.01%	698
2018 Q3	$16K	Hold	72	–	–	﹤0.01%	712
2018 Q2	$16K	Hold	72	–	–	0.01%	713
2018 Q1	$13.7K	Hold	72	–	–	﹤0.01%	724
2017 Q4	$13.4K	Hold	72	–	–	﹤0.01%	748
2017 Q3	$12.9K	Sell	72 -85	-54%	-$14.4K	﹤0.01%	768
2017 Q2	$26.5K	Sell	157 -1	-0.6%	-$165	0.01%	694
2017 Q1	$25.4K	Sell	158 -190	-55%	-$30.2K	0.01%	690
2016 Q4	$53.4K	Sell	348 -22	-6%	-$3.28K	0.02%	524
2016 Q3	$54.9K	Sell	370 -28	-7%	-$4.08K	0.02%	515
2016 Q2	$54.5K	Buy	398 +1	+0.3%	+$135	0.02%	493
2016 Q1	$52.6K	Sell	397 -1	-0.3%	-$125	0.02%	488
2015 Q4	$55.3K	Hold	398	–	–	0.02%	513
2015 Q3	$53.2K	Hold	398	–	–	0.02%	506
2015 Q2	$61.4K	Hold	398	–	–	0.02%	508
2015 Q1	$60.2K	Hold	398	–	–	0.02%	513
2014 Q4	$56.5K	Hold	398	–	–	0.02%	514
2014 Q3	$51.5K	Buy	398 +1	+0.3%	+$134	0.01%	550
2014 Q2	$55K	Hold	397	–	–	0.02%	482
2014 Q1	$54K	Hold	397	–	–	0.02%	474
2013 Q4	$54K	Buy	+397	New	+$51.4K	0.02%	502

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Winslow Evans & Crocker's IWO Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2020: 260 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IWO as recently as Q4 2018.

Winslow Evans & Crocker first reported a position in IWO in Q4 2013 and has held it in 22 quarters since. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

Winslow Evans & Crocker held 260 shares of iShares Russell 2000 Growth ETF worth $75K as of Q4 2020.
iShares Russell 2000 Growth ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Russell 2000 Growth ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #509 holding.
Winslow Evans & Crocker first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 22 quarters since.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.