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

Camarda Financial 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
2021
Q3 		– Sell
-32,019
Closed -$9.98M – 95
2021
Q2 		$9.98M Buy
+32,019
New +$9.63M 6.17% 5
2019
Q3 		– Sell
-142
Closed -$29K – 262
2019
Q2 		$29K Hold
142
– – 0.06% 110
2019
Q1 		$28K Sell
142
-1,717
-92% -$327K 0.05% 109
2018
Q4 		$312K Hold
1,859
– – 0.37% 34
2018
Q3 		$400K Sell
1,859
-108
-5% -$23K 0.45% 39
2018
Q2 		$402K Sell
1,967
-27
-1% -$5.4K 0.42% 55
2018
Q1 		$380K Sell
1,994
-97
-5% -$18.6K 0.39% 56
2017
Q4 		$390K Sell
2,091
-849
-29% -$155K 0.47% 53
2017
Q3 		$526K Sell
2,940
-244
-8% -$41.4K 0.57% 46
2017
Q2 		$537K Sell
3,184
-2,568
-45% -$423K 0.57% 51
2017
Q1 		$930K Sell
5,752
-4,530
-44% -$719K 0.91% 35
2016
Q4 		$1.58M Sell
10,282
-2,056
-17% -$307K 1.08% 31
2016
Q3 		$1.84M Sell
12,338
-8,251
-40% -$1.2M 1.12% 23
2016
Q2 		$2.82M Sell
20,589
-1,162
-5% -$157K 1.79% 14
2016
Q1 		$2.88M Buy
21,751
+273
+1% +$34.1K 1.8% 14
2015
Q4 		$2.99M Sell
21,478
-3,948
-16% -$560K 1.83% 13
2015
Q3 		$3.41M Sell
25,426
-727
-3% -$108K 2.12% 13
2015
Q2 		$4.04M Buy
26,153
+1,719
+7% +$263K 2.25% 12
2015
Q1 		$3.7M Sell
24,434
-2,104
-8% -$307K 2.06% 13
2014
Q4 		$3.78M Buy
26,538
+26,525
+204,038% +$3.59M 2.4% 9
2014
Q3 		$2K Hold
13
– – ﹤0.01% 193
2014
Q2 		$2K Hold
13
– – ﹤0.01% 197
2014
Q1 		$2K Hold
13
– – ﹤0.01% 177
2013
Q4 		$2K Buy
+13
New +$1.69K ﹤0.01% 160
2013
Q3 		– Sell
-255
Closed -$28K – 158
2013
Q2 		$28K Buy
+255
New +$27.9K 0.03% 121

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Camarda Financial Advisors's IWO Position: Q3 2021 in Review

Camarda Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 32,019 shares — an estimated $9.98M sold.

Camarda Financial Advisors first reported a position in IWO in Q2 2013 and held it in 25 quarters. The position peaked at $9.98M in Q2 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

  • Camarda Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Camarda Financial Advisors sold 32,019 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $9.98M.
  • Camarda Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 25 quarters.
  • Camarda Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $9.98M in Q2 2021.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Camarda Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.