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

Annapolis Financial Services’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
2024 Q1	–	Sell	-25	Closed	-$6.31K	–	416
2023 Q4	$6.31K	Hold	25	–	–	﹤0.01%	387
2023 Q3	$5.6K	Hold	25	–	–	﹤0.01%	386
2023 Q2	$6.07K	Hold	25	–	–	﹤0.01%	382
2023 Q1	$5.67K	Hold	25	–	–	﹤0.01%	357
2022 Q4	$5.36K	Hold	25	–	–	﹤0.01%	353
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	396
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	332
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	327
2021 Q4	$7K	Hold	25	–	–	﹤0.01%	325
2021 Q3	$7K	Hold	25	–	–	﹤0.01%	310
2021 Q2	$8K	Hold	25	–	–	﹤0.01%	279
2021 Q1	$8K	Hold	25	–	–	﹤0.01%	272
2020 Q4	$7K	Buy	+25	New	+$6.37K	﹤0.01%	277

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Annapolis Financial Services's IWO Position: Q1 2024 in Review

Annapolis Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 25 shares — an estimated $6.31K sold.

Annapolis Financial Services first reported a position in IWO in Q4 2020 and held it in 13 quarters. The position peaked at $8K in Q2 2021. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Annapolis Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 25 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $6.31K.
Annapolis Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's iShares Russell 2000 Growth ETF position peaked at $8K in Q2 2021.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.