Carolina Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Carolina Wealth 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	-27	Closed	-$6K	–	249
2022 Q3	$6K	Hold	27	–	–	﹤0.01%	163
2022 Q2	$6K	Hold	27	–	–	﹤0.01%	189
2022 Q1	$7K	Hold	27	–	–	﹤0.01%	196
2021 Q4	$8K	Hold	27	–	–	﹤0.01%	194
2021 Q3	$8K	Hold	27	–	–	0.01%	188
2021 Q2	$8K	Hold	27	–	–	0.01%	199
2021 Q1	$8K	Hold	27	–	–	0.01%	215
2020 Q4	$8K	Buy	+27	New	+$6.88K	0.01%	155

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Carolina Wealth Advisors's IWO Position: Q4 2022 in Review

Carolina Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 27 shares — an estimated $6K sold.

Carolina Wealth Advisors first reported a position in IWO in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Carolina Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 27 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $6K.
Carolina Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 8 quarters.
Carolina Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $8K in Q4 2021.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Carolina Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.