626 Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

626 Financial’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
2022 Q4	–	Sell	-1,046	Closed	-$216K	–	114
2022 Q3	$216K	Hold	1,046	–	–	0.17%	84
2022 Q2	$216K	Buy	+1,046	New	+$233K	0.16%	87
2022 Q1	–	Sell	-1,046	Closed	-$307K	–	110
2021 Q4	$307K	Buy	+1,046	New	+$315K	0.19%	79

Other funds holding IWO

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

626 Financial's IWO Position: Q4 2022 in Review

626 Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 1,046 shares — an estimated $216K sold.

626 Financial first reported a position in IWO in Q4 2021 and held it in 3 quarters. The position peaked at $307K in Q4 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

626 Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
626 Financial sold 1,046 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $216K.
626 Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 3 quarters.
626 Financial's iShares Russell 2000 Growth ETF position peaked at $307K in Q4 2021.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on 626 Financial's 13F filing for Q4 2022, filed 24 Jan 2023.