BT Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BT Wealth Management’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	-728	Closed	-$213K	–	72
2021 Q4	$213K	Hold	728	–	–	0.06%	66
2021 Q3	$214K	Hold	728	–	–	0.07%	52
2021 Q2	$227K	Hold	728	–	–	0.07%	53
2021 Q1	$219K	Hold	728	–	–	0.07%	55
2020 Q4	$209K	Buy	+728	New	+$186K	0.08%	59
2019 Q2	–	Sell	-1,590	Closed	-$313K	–	56
2019 Q1	$313K	Sell	1,590 -41	-3%	-$7.8K	0.18%	42
2018 Q4	$317K	Buy	+1,631	New	+$304K	0.14%	72

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

BT Wealth Management's IWO Position: Q1 2022 in Review

BT Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 728 shares — an estimated $213K sold.

BT Wealth Management first reported a position in IWO in Q4 2018 and held it in 7 quarters. The position peaked at $317K in Q4 2018. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

BT Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
BT Wealth Management sold 728 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $213K.
BT Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 7 quarters.
BT Wealth Management's iShares Russell 2000 Growth ETF position peaked at $317K in Q4 2018.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on BT Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.