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

Capital Directions 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 		$4.58M Buy
+21,337
New +$4.67M 1.71% 14
2022
Q3 		– Sell
-21,425
Closed -$4.82M – 14
2022
Q2 		$4.42M Sell
21,425
-405
-2% -$90.3K 1.47% 15
2022
Q1 		$5.58M Sell
21,830
-75
-0.3% -$19.2K 1.7% 14
2021
Q4 		$6.42M Sell
21,905
-87
-0.4% -$26.2K 1.86% 14
2021
Q3 		$6.46M Sell
21,992
-36
-0.2% -$10.8K 1.97% 13
2021
Q2 		$6.87M Buy
+22,028
New +$6.63M 2.06% 12
2021
Q1 		– Sell
-22,241
Closed -$6.38M – 268
2020
Q4 		$6.38M Sell
22,241
-638
-3% -$163K 2.14% 12
2020
Q3 		$5.07M Sell
22,879
-369
-2% -$80.8K 1.92% 13
2020
Q2 		$4.81M Sell
23,248
-5,681
-20% -$1.06M 1.93% 11
2020
Q1 		$4.58M Buy
28,929
+1,549
+6% +$308K 1.96% 12
2019
Q4 		$5.87M Sell
27,380
-443
-2% -$89.9K 1.88% 12
2019
Q3 		$5.36M Buy
27,823
+1,016
+4% +$201K 1.78% 12
2019
Q2 		$5.38M Sell
26,807
-170
-0.6% -$33.6K 1.88% 11
2019
Q1 		$5.3M Sell
26,977
-158
-0.6% -$30.1K 1.75% 14
2018
Q4 		$4.56M Buy
27,135
+20,786
+327% +$3.88M 1.58% 14
2018
Q3 		$1.37M Sell
6,349
-25
-0.4% -$5.33K 0.41% 16
2018
Q2 		$1.3M Hold
6,374
– – 0.61% 16
2018
Q1 		$1.22M Hold
6,374
– – 0.38% 22
2017
Q4 		$1.19M Hold
6,374
– – 0.37% 22
2017
Q3 		$1.14M Buy
+6,374
New +$1.08M 0.37% 22
2017
Q2 		– Sell
-7,277
Closed -$1.18M – 113
2017
Q1 		$1.18M Hold
7,277
– – 0.41% 20
2016
Q4 		$1.12M Hold
7,277
– – 0.4% 19
2016
Q3 		$1.08M Hold
7,277
– – 0.39% 19
2016
Q2 		$998K Hold
7,277
– – 0.36% 20
2016
Q1 		$965K Sell
7,277
-153
-2% -$19.1K 0.36% 15
2015
Q4 		$1.03M Hold
7,430
– – 0.35% 20
2015
Q3 		$995K Hold
7,430
– – 0.36% 19
2015
Q2 		$1.15M Hold
7,430
– – 0.39% 19
2015
Q1 		$1.11M Hold
7,430
– – 0.37% 19
2014
Q4 		$1.07M Hold
7,430
– – 0.36% 20
2014
Q3 		$1.03M Sell
7,430
-539
-7% -$72.2K 0.37% 16
2014
Q2 		$1.1M Hold
7,969
– – 0.41% 16
2014
Q1 		$1.08M Hold
7,969
– – 0.43% 16
2013
Q4 		$1.08M Sell
7,969
-65
-0.8% -$8.42K 0.42% 16
2013
Q3 		$1.01M Sell
8,034
-277
-3% -$33.4K 0.44% 15
2013
Q2 		$927K Buy
+8,311
New +$908K 0.44% 16

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

Capital Directions Investment Advisors's IWO Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2022: 21,337 shares worth $4.58M. The stake represents 1.71% of the portfolio and ranks #14 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IWO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IWO in Q2 2013 and has held it in 36 quarters since. The position peaked at $6.87M in Q2 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Capital Directions Investment Advisors held 21,337 shares of iShares Russell 2000 Growth ETF worth $4.58M as of Q4 2022.
  • iShares Russell 2000 Growth ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • iShares Russell 2000 Growth ETF made up 1.71% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #14 holding.
  • Capital Directions Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 36 quarters since.
  • Capital Directions Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $6.87M in Q2 2021.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.