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Cary Street Partners Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cary Street Partners Asset 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
2023
Q2 		– Sell
-116
Closed -$26.2K – 293
2023
Q1 		$26.2K Hold
116
– – 0.01% 284
2022
Q4 		$24.8K Hold
116
– – 0.01% 307
2022
Q3 		$24K Buy
+116
New +$26.1K 0.01% 270

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cary Street Partners Asset Management's IWO Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 116 shares — an estimated $26.2K sold.

Cary Street Partners Asset Management first reported a position in IWO in Q3 2022 and held it in 3 quarters. The position peaked at $26.2K in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Cary Street Partners Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 116 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $26.2K.
  • Cary Street Partners Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and held it in 3 quarters.
  • Cary Street Partners Asset Management's iShares Russell 2000 Growth ETF position peaked at $26.2K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.