Asset Management Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Asset Management Corp’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	$312K	Buy	1,374 +3	+0.2%	+$686	0.24%	91
2022 Q4	$294K	Hold	1,371	–	–	0.25%	107
2022 Q3	$283K	Hold	1,371	–	–	0.17%	119
2022 Q2	$283K	Hold	1,371	–	–	0.18%	119
2022 Q1	$351K	Sell	1,371 -338	-20%	-$86.5K	0.18%	126
2021 Q4	$501K	Hold	1,709	–	–	0.25%	100
2021 Q3	$502K	Hold	1,709	–	–	0.25%	97
2021 Q2	$533K	Hold	1,709	–	–	0.31%	82
2021 Q1	$514	Hold	1,709	–	–	0.22%	87
2020 Q4	$525K	Hold	1,709	–	–	0.29%	89
2020 Q3	$379K	Hold	1,709	–	–	0.23%	94
2020 Q2	$354K	Hold	1,709	–	–	0.23%	83
2020 Q1	$270K	Hold	1,709	–	–	0.24%	90
2019 Q4	$366K	Buy	+1,709	New	+$347K	0.26%	101

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

Asset Management Corp's IWO Position: Q1 2023 in Review

Asset Management Corp increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.22% in Q1 2023, buying an estimated $686 and bringing the position to 1,374 shares worth $312K. The position accounts for 0.24% of the portfolio, ranked #91.

Asset Management Corp first reported a position in IWO in Q4 2019 and has held it in 14 quarters since. The position peaked at $533K in Q2 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Asset Management Corp held 1,374 shares of iShares Russell 2000 Growth ETF worth $312K as of Q1 2023.
Asset Management Corp bought 3 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $686.
iShares Russell 2000 Growth ETF made up 0.24% of Asset Management Corp's portfolio in Q1 2023, its #91 holding.
Asset Management Corp first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 14 quarters since.
Asset Management Corp's iShares Russell 2000 Growth ETF position peaked at $533K in Q2 2021.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.