Choate Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Choate Investment Advisors’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	-55	Closed	-$12.5K	–	353
2023 Q1	$12.5K	Sell	55 -120	-69%	-$27.4K	﹤0.01%	313
2022 Q4	$37.5K	Hold	175	–	–	﹤0.01%	310
2022 Q3	$36K	Hold	175	–	–	﹤0.01%	277
2022 Q2	$36K	Hold	175	–	–	﹤0.01%	293
2022 Q1	$45K	Sell	175 -86	-33%	-$22K	﹤0.01%	326
2021 Q4	$76K	Hold	261	–	–	﹤0.01%	304
2021 Q3	$77K	Sell	261 -50	-16%	-$15K	﹤0.01%	274
2021 Q2	$97K	Hold	311	–	–	0.01%	280
2021 Q1	$94K	Hold	311	–	–	0.01%	264
2020 Q4	$89K	Hold	311	–	–	0.01%	253
2020 Q3	$69K	Buy	+311	New	+$68.1K	﹤0.01%	253

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Choate Investment Advisors's IWO Position: Q2 2023 in Review

Choate Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 55 shares — an estimated $12.5K sold.

Choate Investment Advisors first reported a position in IWO in Q3 2020 and held it in 11 quarters. The position peaked at $97K in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Choate Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Choate Investment Advisors sold 55 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $12.5K.
Choate Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 11 quarters.
Choate Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $97K in Q2 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Choate Investment Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.