BLB&B Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BLB&B 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
2021 Q4	–	Sell	-728	Closed	-$214K	–	262
2021 Q3	$214K	Hold	728	–	–	0.01%	264
2021 Q2	$227K	Hold	728	–	–	0.02%	241
2021 Q1	$219K	Hold	728	–	–	0.02%	237
2020 Q4	$209K	Buy	+728	New	+$186K	0.02%	254

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

BLB&B Advisors's IWO Position: Q4 2021 in Review

BLB&B Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 728 shares — an estimated $214K sold.

BLB&B Advisors first reported a position in IWO in Q4 2020 and held it in 4 quarters. The position peaked at $227K in Q2 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

BLB&B Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
BLB&B Advisors sold 728 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $214K.
BLB&B Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 4 quarters.
BLB&B Advisors's iShares Russell 2000 Growth ETF position peaked at $227K in Q2 2021.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on BLB&B Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.