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Boenning & Scattergood’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Boenning & Scattergood’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 		$253K Hold
988
– – 0.04% 343
2022
Q3 		$204K Hold
988
– – 0.04% 348
2022
Q2 		$204K Hold
988
– – 0.04% 354
2022
Q1 		$253K Sell
988
-25
-2% -$6.4K 0.04% 343
2021
Q4 		$297K Hold
1,013
– – 0.05% 324
2021
Q3 		$297K Hold
1,013
– – 0.05% 305
2021
Q2 		$316K Hold
1,013
– – 0.06% 295
2021
Q1 		$305K Hold
1,013
– – 0.06% 297
2020
Q4 		$290K Buy
1,013
+69
+7% +$17.6K 0.06% 280
2020
Q3 		$209K Buy
+944
New +$207K 0.05% 304

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
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
Goldman Sachs
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

Boenning & Scattergood's IWO Position: Q4 2022 in Review

Boenning & Scattergood held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2022 at 988 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #343.

Boenning & Scattergood first reported a position in IWO in Q3 2020 and has held it in 10 quarters since. The position peaked at $316K in Q2 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Boenning & Scattergood held 988 shares of iShares Russell 2000 Growth ETF worth $253K as of Q4 2022.
  • Boenning & Scattergood left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2022.
  • iShares Russell 2000 Growth ETF made up 0.04% of Boenning & Scattergood's portfolio in Q4 2022, its #343 holding.
  • Boenning & Scattergood first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 10 quarters since.
  • Boenning & Scattergood's iShares Russell 2000 Growth ETF position peaked at $316K in Q2 2021.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.