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

ACG Wealth’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
Q3 		– Sell
-1,358
Closed -$280K – 624
2022
Q2 		$280K Sell
1,358
-123
-8% -$27.4K 0.06% 215
2022
Q1 		$379K Buy
1,481
+1
+0.1% +$256 0.07% 198
2021
Q4 		$434K Buy
+1,480
New +$446K 0.06% 231
2021
Q3 		– Sell
-1,377
Closed -$429K – 321
2021
Q2 		$429K Sell
1,377
-109
-7% -$32.8K 0.05% 210
2021
Q1 		$447K Buy
1,486
+1
+0.1% +$310 0.06% 208
2020
Q4 		$426K Buy
1,485
+2
+0.1% +$510 0.06% 197
2020
Q3 		$329K Buy
1,483
+1
+0.1% +$219 0.05% 211
2020
Q2 		$307K Buy
1,482
+102
+7% +$19.1K 0.05% 204
2020
Q1 		$218K Buy
1,380
+2
+0.1% +$397 0.04% 262
2019
Q4 		$295K Buy
+1,378
New +$280K 0.04% 257
2016
Q3 		– Sell
-2,295
Closed -$315K – 254
2016
Q2 		$315K Buy
2,295
+155
+7% +$20.9K 0.07% 177
2016
Q1 		$284K Buy
2,140
+286
+15% +$35.7K 0.06% 180
2015
Q4 		$258K Sell
1,854
-80
-4% -$11.3K 0.06% 180
2015
Q3 		$259K Sell
1,934
-942
-33% -$140K 0.07% 166
2015
Q2 		$445K Sell
2,876
-84
-3% -$12.9K 0.11% 135
2015
Q1 		$449K Sell
2,960
-198
-6% -$28.9K 0.12% 134
2014
Q4 		$450K Buy
3,158
+1,148
+57% +$155K 0.12% 134
2014
Q3 		$261K Buy
2,010
+54
+3% +$7.24K 0.07% 164
2014
Q2 		$271K Buy
1,956
+307
+19% +$40.4K 0.05% 175
2014
Q1 		$224K Hold
1,649
– – 0.07% 168
2013
Q4 		$223K Buy
+1,649
New +$214K 0.06% 163

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

ACG Wealth's IWO Position: Q3 2022 in Review

ACG Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 1,358 shares — an estimated $280K sold.

ACG Wealth first reported a position in IWO in Q4 2013 and held it in 21 quarters. The position peaked at $450K in Q4 2014. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • ACG Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,358 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $280K.
  • ACG Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 21 quarters.
  • ACG Wealth's iShares Russell 2000 Growth ETF position peaked at $450K in Q4 2014.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.