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

Affiance 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
2023 Q1	–	Sell	-37	Closed	-$7.94K	–	258
2022 Q4	$7.94K	Hold	37	–	–	﹤0.01%	316
2022 Q3	$8K	Hold	37	–	–	﹤0.01%	119
2022 Q2	$8K	Hold	37	–	–	﹤0.01%	116
2022 Q1	$9K	Hold	37	–	–	﹤0.01%	129
2021 Q4	$11K	Hold	37	–	–	﹤0.01%	142
2021 Q3	$11K	Hold	37	–	–	﹤0.01%	151
2021 Q2	$12K	Hold	37	–	–	0.01%	152
2021 Q1	$11K	Buy	+37	New	+$11.5K	﹤0.01%	149

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

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

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

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

CCWM

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

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

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

Affiance Financial's IWO Position: Q1 2023 in Review

Affiance Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 37 shares — an estimated $7.94K sold.

Affiance Financial first reported a position in IWO in Q1 2021 and held it in 8 quarters. The position peaked at $12K in Q2 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Affiance Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 37 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $7.94K.
Affiance Financial first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 8 quarters.
Affiance Financial's iShares Russell 2000 Growth ETF position peaked at $12K in Q2 2021.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.