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Boston Trust Walden’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-699
Closed -$205K – 399
2021
Q4 		$205K Hold
699
– – ﹤0.01% 385
2021
Q3 		$205K Hold
699
– – ﹤0.01% 381
2021
Q2 		$218K Buy
+699
New +$210K ﹤0.01% 377

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Boston Trust Walden's IWO Position: Q1 2022 in Review

Boston Trust Walden sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 699 shares — an estimated $205K sold.

Boston Trust Walden first reported a position in IWO in Q2 2021 and held it in 3 quarters. The position peaked at $218K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Boston Trust Walden reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Boston Trust Walden sold 699 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $205K.
  • Boston Trust Walden first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 3 quarters.
  • Boston Trust Walden's iShares Russell 2000 Growth ETF position peaked at $218K in Q2 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Boston Trust Walden's 13F filing for Q1 2022, filed 20 Apr 2022.