Cedar Brook Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cedar Brook Financial Partners’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
2021 Q4	–	Sell	-735	Closed	-$216K	–	386
2021 Q3	$216K	Sell	735 -7	-0.9%	-$2.1K	0.06%	317
2021 Q2	$231K	Sell	742 -94	-11%	-$28.3K	0.07%	329
2021 Q1	$251K	Sell	836 -10	-1%	-$3.1K	0.09%	265
2020 Q4	$243K	Sell	846 -838	-50%	-$214K	0.09%	266
2020 Q3	$373K	Buy	1,684 +466	+38%	+$102K	0.15%	176
2020 Q2	$252K	Buy	+1,218	New	+$228K	0.11%	222
2020 Q1	–	Sell	-1,281	Closed	-$274K	–	271
2019 Q4	$274K	Buy	1,281 +3	+0.2%	+$609	0.12%	216
2019 Q3	$246K	Sell	1,278 -11	-0.9%	-$2.18K	0.11%	231
2019 Q2	$259K	Sell	1,289 -319	-20%	-$63.1K	0.12%	231
2019 Q1	$316K	Buy	1,608 +149	+10%	+$28.3K	0.15%	194
2018 Q4	$245K	Buy	+1,459	New	+$272K	0.15%	191

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Cedar Brook Financial Partners's IWO Position: Q4 2021 in Review

Cedar Brook Financial Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 735 shares — an estimated $216K sold.

Cedar Brook Financial Partners first reported a position in IWO in Q4 2018 and held it in 11 quarters. The position peaked at $373K in Q3 2020. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

Cedar Brook Financial Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Cedar Brook Financial Partners sold 735 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $216K.
Cedar Brook Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 11 quarters.
Cedar Brook Financial Partners's iShares Russell 2000 Growth ETF position peaked at $373K in Q3 2020.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2021, filed 27 Jan 2022.