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

Altavista 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
2021 Q4	$352K	Hold	1,202	–	–	0.07%	148
2021 Q3	$353K	Hold	1,202	–	–	0.08%	138
2021 Q2	$375K	Buy	1,202 +69	+6%	+$20.8K	0.08%	138
2021 Q1	$341K	Hold	1,133	–	–	0.08%	139
2020 Q4	$325K	Sell	1,133 -100	-8%	-$25.5K	0.08%	141
2020 Q3	$273K	Hold	1,233	–	–	0.08%	142
2020 Q2	$255K	Buy	+1,233	New	+$231K	0.07%	144
2020 Q1	–	Sell	-1,183	Closed	-$253K	–	163
2019 Q4	$253K	Buy	1,183 +1	+0.1%	+$203	0.08%	152
2019 Q3	$228K	Hold	1,182	–	–	0.07%	156
2019 Q2	$237K	Hold	1,182	–	–	0.08%	145
2019 Q1	$232K	Buy	+1,182	New	+$225K	0.08%	143

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Altavista Wealth Management's IWO Position: Q4 2021 in Review

Altavista Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2021 at 1,202 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #148.

Altavista Wealth Management first reported a position in IWO in Q1 2019 and has held it in 11 quarters since. The position peaked at $375K in Q2 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

Altavista Wealth Management held 1,202 shares of iShares Russell 2000 Growth ETF worth $352K as of Q4 2021.
Altavista Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2021.
iShares Russell 2000 Growth ETF made up 0.07% of Altavista Wealth Management's portfolio in Q4 2021, its #148 holding.
Altavista Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 11 quarters since.
Altavista Wealth Management's iShares Russell 2000 Growth ETF position peaked at $375K in Q2 2021.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.