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

Accel 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
2023 Q2	–	Sell	-162	Closed	-$36.7K	–	530
2023 Q1	$36.7K	Hold	162	–	–	0.02%	551
2022 Q4	$34.8K	Sell	162 -1	-0.6%	-$219	0.02%	428
2022 Q3	$36K	Buy	163 +30	+23%	+$6.75K	0.02%	435
2022 Q2	$28K	Hold	133	–	–	0.02%	464
2022 Q1	$34K	Hold	133	–	–	0.02%	443
2021 Q4	$39K	Hold	133	–	–	0.02%	423
2021 Q3	$39K	Hold	133	–	–	0.03%	369
2021 Q2	$41K	Hold	133	–	–	0.03%	374
2021 Q1	$40K	Buy	133 +11	+9%	+$3.41K	0.03%	353
2020 Q4	$35K	Buy	+122	New	+$31.1K	0.03%	371

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

Accel Wealth Management's IWO Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 162 shares — an estimated $36.7K sold.

Accel Wealth Management first reported a position in IWO in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Accel Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 162 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $36.7K.
Accel Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Russell 2000 Growth ETF position peaked at $41K in Q2 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.