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Better Money Decisions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-115
Closed -$24K – 241
2022
Q2 		$24K Buy
+115
New +$25.6K 0.02% 203
2021
Q4 		– Sell
-87
Closed -$26K – 320
2021
Q3 		$26K Hold
87
– – 0.02% 235
2021
Q2 		$27K Hold
87
– – 0.02% 224
2021
Q1 		$26K Buy
+87
New +$27K 0.03% 193

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Better Money Decisions's IWO Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 115 shares — an estimated $24K sold.

Better Money Decisions first reported a position in IWO in Q1 2021 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • Better Money Decisions reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 115 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $24K.
  • Better Money Decisions first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's iShares Russell 2000 Growth ETF position peaked at $27K in Q2 2021.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.