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Arcus Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arcus Capital Partners’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
-480
Closed -$103K – 228
2022
Q4 		$103K Buy
+480
New +$105K 0.04% 133
2022
Q1 		– Sell
-1,858
Closed -$545K – 107
2021
Q4 		$545K Buy
1,858
+1
+0.1% +$301 0.18% 58
2021
Q3 		$545K Hold
1,857
– – 0.2% 49
2021
Q2 		$579K Buy
1,857
+2
+0.1% +$602 0.27% 57
2021
Q1 		$558K Hold
1,855
– – 0.04% 60
2020
Q4 		$532K Buy
+1,855
New +$473K 0.08% 55
2020
Q3 		– Sell
-1,852
Closed -$383K – 63
2020
Q2 		$383K Sell
1,852
-178
-9% -$33.3K 0.11% 55
2020
Q1 		$321K Sell
2,030
-1,169
-37% -$232K 0.14% 57
2019
Q4 		$685K Sell
3,199
-8
-0.2% -$1.62K 0.23% 46
2019
Q3 		$618K Sell
3,207
-159
-5% -$31.5K 0.24% 48
2019
Q2 		$676K Buy
3,366
+2
+0.1% +$396 0.25% 47
2019
Q1 		$662K Sell
3,364
-103
-3% -$19.6K 0.26% 51
2018
Q4 		$582K Buy
3,467
+6
+0.2% +$1.12K 0.34% 52
2018
Q3 		$744K Sell
3,461
-75
-2% -$16K 0.35% 49
2018
Q2 		$723K Sell
3,536
-91
-3% -$18.2K 0.35% 49
2018
Q1 		$691K Sell
3,627
-6,773
-65% -$1.3M 0.39% 48
2017
Q4 		$1.94M Sell
10,400
-178
-2% -$32.5K 1.1% 13
2017
Q3 		$1.89M Sell
10,578
-100
-0.9% -$17K 0.99% 20
2017
Q2 		$1.8M Buy
10,678
+72
+0.7% +$11.9K 1.14% 13
2017
Q1 		$1.72M Buy
10,606
+214
+2% +$34K 1.08% 14
2016
Q4 		$1.6M Buy
+10,392
New +$1.55M 1.08% 13

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arcus Capital Partners's IWO Position: Q1 2023 in Review

Arcus Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 480 shares — an estimated $103K sold.

Arcus Capital Partners first reported a position in IWO in Q4 2016 and held it in 21 quarters. The position peaked at $1.94M in Q4 2017. 813 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Arcus Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 480 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $103K.
  • Arcus Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 21 quarters.
  • Arcus Capital Partners's iShares Russell 2000 Growth ETF position peaked at $1.94M in Q4 2017.
  • 813 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.