Bickling Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bickling Financial Services’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 Q4	$909K	Buy	4,237 +6	+0.1%	+$1.31K	0.57%	36
2022 Q3	$875K	Sell	4,231 -65	-2%	-$14.6K	0.59%	37
2022 Q2	$886K	Sell	4,296 -220	-5%	-$49.1K	0.56%	40
2022 Q1	$1.16M	Sell	4,516 -168	-4%	-$43K	0.59%	36
2021 Q4	$1.37M	Buy	4,684 +33	+0.7%	+$9.95K	0.67%	33
2021 Q3	$1.36M	Buy	4,651 +53	+1%	+$15.9K	0.69%	32
2021 Q2	$1.43M	Buy	4,598 +30	+0.7%	+$9.03K	0.65%	32
2021 Q1	$1.37M	Sell	4,568 -64	-1%	-$19.9K	0.69%	30
2020 Q4	$1.33M	Buy	+4,632	New	+$1.18M	0.82%	30

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CCWM

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

Bickling Financial Services's IWO Position: Q4 2022 in Review

Bickling Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.14% in Q4 2022, buying an estimated $1.31K and bringing the position to 4,237 shares worth $909K. The position accounts for 0.57% of the portfolio, ranked #36.

Bickling Financial Services first reported a position in IWO in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.43M in Q2 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Bickling Financial Services held 4,237 shares of iShares Russell 2000 Growth ETF worth $909K as of Q4 2022.
Bickling Financial Services bought 6 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $1.31K.
iShares Russell 2000 Growth ETF made up 0.57% of Bickling Financial Services's portfolio in Q4 2022, its #36 holding.
Bickling Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's iShares Russell 2000 Growth ETF position peaked at $1.43M in Q2 2021.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.