CCM Investment Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CCM Investment Advisers’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 Q1	–	Sell	-1,148	Closed	-$336K	–	71
2021 Q4	$336K	Hold	1,148	–	–	0.04%	62
2021 Q3	$337K	Hold	1,148	–	–	0.04%	63
2021 Q2	$357K	Hold	1,148	–	–	0.05%	63
2021 Q1	$345K	Hold	1,148	–	–	0.05%	61
2020 Q4	$329K	Hold	1,148	–	–	0.05%	62
2020 Q3	$254K	Hold	1,148	–	–	0.04%	66
2020 Q2	$237K	Buy	+1,148	New	+$215K	0.04%	61
2020 Q1	–	Sell	-1,148	Closed	-$245K	–	69
2019 Q4	$245K	Hold	1,148	–	–	0.04%	65
2019 Q3	$221K	Hold	1,148	–	–	0.04%	63
2019 Q2	$230K	Hold	1,148	–	–	0.04%	67
2019 Q1	$225K	Buy	+1,148	New	+$218K	0.04%	75
2018 Q4	–	Sell	-1,148	Closed	-$246K	–	88
2018 Q3	$246K	Hold	1,148	–	–	0.05%	82
2018 Q2	$234K	Hold	1,148	–	–	0.04%	82
2018 Q1	$218K	Hold	1,148	–	–	0.04%	75
2017 Q4	$214K	Hold	1,148	–	–	0.04%	82
2017 Q3	$205K	Buy	+1,148	New	+$195K	0.04%	87

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

CCM Investment Advisers's IWO Position: Q1 2022 in Review

CCM Investment Advisers sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 1,148 shares — an estimated $336K sold.

CCM Investment Advisers first reported a position in IWO in Q3 2017 and held it in 16 quarters. The position peaked at $357K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

CCM Investment Advisers reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
CCM Investment Advisers sold 1,148 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $336K.
CCM Investment Advisers first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and held it in 16 quarters.
CCM Investment Advisers's iShares Russell 2000 Growth ETF position peaked at $357K in Q2 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on CCM Investment Advisers's 13F filing for Q1 2022, filed 3 May 2022.