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American Portfolios Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

American Portfolios Advisors’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 		$433K Sell
2,097
-98
-4% -$22.1K 0.02% 697
2022
Q2 		$453K Buy
2,195
+867
+65% +$193K 0.02% 709
2022
Q1 		$340K Sell
1,328
-131
-9% -$33.5K 0.01% 906
2021
Q4 		$427K Buy
1,459
+156
+12% +$47K 0.01% 814
2021
Q3 		$382K Sell
1,303
-2
-0.2% -$601 0.01% 828
2021
Q2 		$407K Buy
1,305
+223
+21% +$67.1K 0.02% 811
2021
Q1 		$325K Buy
1,082
+24
+2% +$7.45K 0.01% 831
2020
Q4 		$303K Sell
1,058
-894
-46% -$228K 0.02% 737
2020
Q3 		$432K Sell
1,952
-74
-4% -$16.2K 0.02% 529
2020
Q2 		$419K Buy
2,026
+1
+0% +$187 0.03% 493
2020
Q1 		$320K Buy
2,025
+110
+6% +$21.8K 0.03% 498
2019
Q4 		$410K Sell
1,915
-267
-12% -$54.2K 0.03% 490
2019
Q3 		$421K Sell
2,182
-115
-5% -$22.8K 0.03% 448
2019
Q2 		$461K Sell
2,297
-1,345
-37% -$266K 0.04% 417
2019
Q1 		$716K Buy
3,642
+1,633
+81% +$311K 0.07% 273
2018
Q4 		$338K Sell
2,009
-11,705
-85% -$2.18M 0.04% 380
2018
Q3 		$2.95M Sell
13,714
-3,856
-22% -$822K 0.34% 64
2018
Q2 		$3.59M Buy
17,570
+2,756
+19% +$551K 0.49% 40
2018
Q1 		$2.82M Buy
14,814
+13,317
+890% +$2.56M 0.42% 48
2017
Q4 		$279K Buy
+1,497
New +$273K 0.04% 381

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

American Portfolios Advisors's IWO Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.5% in Q3 2022, selling an estimated $22.1K and leaving 2,097 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #697.

American Portfolios Advisors first reported a position in IWO in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.59M in Q2 2018. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • American Portfolios Advisors held 2,097 shares of iShares Russell 2000 Growth ETF worth $433K as of Q3 2022.
  • American Portfolios Advisors sold 98 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $22.1K.
  • iShares Russell 2000 Growth ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #697 holding.
  • American Portfolios Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Russell 2000 Growth ETF position peaked at $3.59M in Q2 2018.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.