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Castle Rock Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Castle Rock Wealth 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
2022
Q2 		– Sell
-2,925
Closed -$725K – 231
2022
Q1 		$725K Buy
+2,925
New +$749K 0.33% 81

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castle Rock Wealth Management's IWO Position: Q2 2022 in Review

Castle Rock Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 2,925 shares — an estimated $725K sold.

Castle Rock Wealth Management first reported a position in IWO in Q1 2022 and held it in 1 quarter. The position peaked at $725K in Q1 2022. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Castle Rock Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Castle Rock Wealth Management sold 2,925 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $725K.
  • Castle Rock Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Castle Rock Wealth Management's iShares Russell 2000 Growth ETF position peaked at $725K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Castle Rock Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.