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Bristlecone Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bristlecone 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
2023
Q2 		– Sell
-18
Closed -$4.08K – 308
2023
Q1 		$4.08K Buy
+18
New +$4.12K ﹤0.01% 341
2017
Q4 		– Sell
-15
Closed -$3K – 208
2017
Q3 		$3K Buy
+15
New +$2.55K ﹤0.01% 277

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bristlecone Advisors's IWO Position: Q2 2023 in Review

Bristlecone Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 18 shares — an estimated $4.08K sold.

Bristlecone Advisors first reported a position in IWO in Q3 2017 and held it in 2 quarters. The position peaked at $4.08K in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Bristlecone Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 18 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $4.08K.
  • Bristlecone Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and held it in 2 quarters.
  • Bristlecone Advisors's iShares Russell 2000 Growth ETF position peaked at $4.08K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Bristlecone Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.