Baker Tilly Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Baker Tilly Wealth 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
2023 Q2	–	Sell	-951	Closed	-$216K	–	561
2023 Q1	$216K	Buy	+951	New	+$218K	0.02%	513
2022 Q1	–	Sell	-858	Closed	-$251K	–	546
2021 Q4	$251K	Buy	858 +132	+18%	+$39.8K	0.03%	461
2021 Q3	$213K	Buy	+726	New	+$218K	0.03%	481

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Tilly Wealth Management's IWO Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 951 shares — an estimated $216K sold.

Baker Tilly Wealth Management first reported a position in IWO in Q3 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Baker Tilly Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 951 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $216K.
Baker Tilly Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and held it in 3 quarters.
Baker Tilly Wealth Management's iShares Russell 2000 Growth ETF position peaked at $251K in Q4 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.