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BRR OpCo’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BRR OpCo’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
Q3 		$271K Hold
1,312
– – 0.03% 171
2022
Q2 		$271K Hold
1,312
– – 0.03% 165
2022
Q1 		$336K Hold
1,312
– – 0.04% 162
2021
Q4 		$384K Sell
1,312
-10
-0.8% -$3.01K 0.04% 148
2021
Q3 		$388K Hold
1,322
– – 0.04% 152
2021
Q2 		$412K Sell
1,322
-138
-9% -$41.5K 0.05% 155
2021
Q1 		$439K Hold
1,460
– – 0.05% 139
2020
Q4 		$419K Hold
1,460
– – 0.06% 128
2020
Q3 		$323K Hold
1,460
– – 0.05% 138
2020
Q2 		$302K Sell
1,460
-549
-27% -$103K 0.05% 137
2020
Q1 		$318K Hold
2,009
– – 0.06% 128
2019
Q4 		$430K Sell
2,009
-101
-5% -$20.5K 0.06% 123
2019
Q3 		$407K Sell
2,110
-153
-7% -$30.3K 0.07% 121
2019
Q2 		$455K Buy
2,263
+998
+79% +$197K 0.07% 117
2019
Q1 		$249K Hold
1,265
– – 0.04% 139
2018
Q4 		$213K Sell
1,265
-30
-2% -$5.59K 0.04% 94
2018
Q3 		$279K Hold
1,295
– – 0.06% 88
2018
Q2 		$265K Hold
1,295
– – 0.07% 86
2018
Q1 		$246K Hold
1,295
– – 0.07% 84
2017
Q4 		$242K Hold
1,295
– – 0.07% 86
2017
Q3 		$231K Hold
1,295
– – 0.07% 87
2017
Q2 		$219K Sell
1,295
-90
-6% -$14.8K 0.07% 85
2017
Q1 		$224K Hold
1,385
– – 0.07% 84
2016
Q4 		$213K Hold
1,385
– – 0.07% 81
2016
Q3 		$206K Buy
+1,385
New +$202K 0.07% 103

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

BRR OpCo's IWO Position: Q3 2022 in Review

BRR OpCo held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2022 at 1,312 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #171.

BRR OpCo first reported a position in IWO in Q3 2016 and has held it in 25 quarters since. The position peaked at $455K in Q2 2019. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • BRR OpCo held 1,312 shares of iShares Russell 2000 Growth ETF worth $271K as of Q3 2022.
  • BRR OpCo left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2022.
  • iShares Russell 2000 Growth ETF made up 0.03% of BRR OpCo's portfolio in Q3 2022, its #171 holding.
  • BRR OpCo first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 25 quarters since.
  • BRR OpCo's iShares Russell 2000 Growth ETF position peaked at $455K in Q2 2019.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.