BAMCO Inc
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BAMCO Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BAMCO Inc’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
-3,059
Closed -$656K – 375
2022
Q4 		$656K Buy
+3,059
New +$670K ﹤0.01% 342
2022
Q1 		– Sell
-4,521
Closed -$1.32M – 404
2021
Q4 		$1.32M Buy
+4,521
New +$1.36M ﹤0.01% 360

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

BAMCO Inc's IWO Position: Q1 2023 in Review

BAMCO Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 3,059 shares — an estimated $656K sold.

BAMCO Inc first reported a position in IWO in Q4 2021 and held it in 2 quarters. The position peaked at $1.32M in Q4 2021. 813 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • BAMCO Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • BAMCO Inc sold 3,059 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $656K.
  • BAMCO Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 2 quarters.
  • BAMCO Inc's iShares Russell 2000 Growth ETF position peaked at $1.32M in Q4 2021.
  • 813 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on BAMCO Inc's 13F filing for Q1 2023, filed 15 May 2023.