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

Autus Asset 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
2022
Q1 		– Sell
-3,326
Closed -$975K – 167
2021
Q4 		$975K Sell
3,326
-85
-2% -$25.6K 0.1% 103
2021
Q3 		$1M Sell
3,411
-68
-2% -$20.4K 0.11% 95
2021
Q2 		$1.08M Sell
3,479
-46
-1% -$13.8K 0.12% 91
2021
Q1 		$1.06M Sell
3,525
-107
-3% -$33.2K 0.12% 89
2020
Q4 		$1.04M Sell
3,632
-134
-4% -$34.2K 0.13% 91
2020
Q3 		$834K Sell
3,766
-31
-0.8% -$6.79K 0.11% 96
2020
Q2 		$785K Sell
3,797
-77
-2% -$14.4K 0.11% 96
2020
Q1 		$613K Sell
3,874
-105
-3% -$20.8K 0.11% 97
2019
Q4 		$852K Sell
3,979
-73
-2% -$14.8K 0.12% 97
2019
Q3 		$781K Buy
4,052
+13
+0.3% +$2.58K 0.12% 97
2019
Q2 		$811K Sell
4,039
-195
-5% -$38.6K 0.13% 95
2019
Q1 		$833K Sell
4,234
-318
-7% -$60.5K 0.14% 98
2018
Q4 		$765K Sell
4,552
-107
-2% -$20K 0.15% 89
2018
Q3 		$1M Sell
4,659
-105
-2% -$22.4K 0.17% 87
2018
Q2 		$973K Sell
4,764
-539
-10% -$108K 0.17% 89
2018
Q1 		$1.01M Sell
5,303
-64
-1% -$12.3K 0.18% 85
2017
Q4 		$1M Sell
5,367
-16
-0.3% -$2.92K 0.18% 86
2017
Q3 		$963K Sell
5,383
-10
-0.2% -$1.7K 0.19% 86
2017
Q2 		$910K Buy
5,393
+40
+0.7% +$6.58K 0.18% 88
2017
Q1 		$865K Sell
5,353
-885
-14% -$140K 0.18% 89
2016
Q4 		$960K Sell
6,238
-92
-1% -$13.7K 0.21% 88
2016
Q3 		$943K Buy
6,330
+214
+3% +$31.2K 0.21% 88
2016
Q2 		$839K Buy
6,116
+1,883
+44% +$254K 0.19% 98
2016
Q1 		$561K Buy
4,233
+759
+22% +$94.7K 0.14% 111
2015
Q4 		$484K Buy
3,474
+1,864
+116% +$264K 0.12% 112
2015
Q3 		$216K Sell
1,610
-20
-1% -$2.96K 0.07% 122
2015
Q2 		$252K Buy
+1,630
New +$250K 0.07% 125

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Autus Asset Management's IWO Position: Q1 2022 in Review

Autus Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 3,326 shares — an estimated $975K sold.

Autus Asset Management first reported a position in IWO in Q2 2015 and held it in 27 quarters. The position peaked at $1.08M in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Autus Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Autus Asset Management sold 3,326 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $975K.
  • Autus Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and held it in 27 quarters.
  • Autus Asset Management's iShares Russell 2000 Growth ETF position peaked at $1.08M in Q2 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.