BDO Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BDO Wealth Advisors’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	$2.91K	Hold	12	–	–	﹤0.01%	824
2023 Q1	$2.72K	Hold	12	–	–	﹤0.01%	874
2022 Q4	$2.57K	Hold	12	–	–	﹤0.01%	842
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	926
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	902
2022 Q1	$3K	Hold	12	–	–	﹤0.01%	890
2021 Q4	$4K	Sell	12 -7	-37%	-$2.11K	﹤0.01%	865
2021 Q3	$6K	Hold	19	–	–	﹤0.01%	802
2021 Q2	$6K	Buy	19 +7	+58%	+$2.11K	﹤0.01%	837
2021 Q1	$4K	Sell	12 -7	-37%	-$2.17K	﹤0.01%	885
2020 Q4	$5K	Buy	19 +7	+58%	+$1.78K	﹤0.01%	636
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	630
2020 Q2	$2K	Sell	12 -32	-73%	-$5.99K	﹤0.01%	631
2020 Q1	$7K	Buy	44 +22	+100%	+$4.37K	﹤0.01%	579
2019 Q4	$5K	Hold	22	–	–	﹤0.01%	489
2019 Q3	$4K	Hold	22	–	–	﹤0.01%	542
2019 Q2	$4K	Hold	22	–	–	﹤0.01%	529
2019 Q1	$4K	Hold	22	–	–	﹤0.01%	503
2018 Q4	$4K	Hold	22	–	–	﹤0.01%	458
2018 Q3	$5K	Hold	22	–	–	﹤0.01%	503
2018 Q2	$4K	Hold	22	–	–	﹤0.01%	524
2018 Q1	$4K	Sell	22 -23	-51%	-$4.42K	﹤0.01%	458
2017 Q4	$8K	Hold	45	–	–	﹤0.01%	351
2017 Q3	$8K	Hold	45	–	–	﹤0.01%	320
2017 Q2	$8K	Buy	+45	New	+$7.41K	﹤0.01%	399

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDO Wealth Advisors's IWO Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2023 at 12 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

BDO Wealth Advisors first reported a position in IWO in Q2 2017 and has held it in 25 quarters since. The position peaked at $8K in Q4 2017. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

BDO Wealth Advisors held 12 shares of iShares Russell 2000 Growth ETF worth $2.91K as of Q2 2023.
BDO Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 2000 Growth ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #824 holding.
BDO Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $8K in Q4 2017.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.