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Central Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Central Bank & Trust’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
-16
Closed -$3K – 338
2022
Q3 		$3K Buy
+16
New +$3.6K ﹤0.01% 301

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Central Bank & Trust's IWO Position: Q4 2022 in Review

Central Bank & Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 16 shares — an estimated $3K sold.

Central Bank & Trust first reported a position in IWO in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Central Bank & Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Central Bank & Trust sold 16 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $3K.
  • Central Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Central Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $3K in Q3 2022.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Central Bank & Trust's 13F filing for Q4 2022, filed 18 Jan 2023.