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

Caerus Investment 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
2022
Q4 		– Sell
-1,775
Closed -$367K – 54
2022
Q3 		$367K Hold
1,775
– – 0.46% 33
2022
Q2 		$366K Buy
+1,775
New +$396K 0.44% 38

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

Caerus Investment Advisors's IWO Position: Q4 2022 in Review

Caerus Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 1,775 shares — an estimated $367K sold.

Caerus Investment Advisors first reported a position in IWO in Q2 2022 and held it in 2 quarters. The position peaked at $367K in Q3 2022. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Caerus Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,775 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $367K.
  • Caerus Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Caerus Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $367K in Q3 2022.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Caerus Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.