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Clark Financial Services Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clark Financial Services Group’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 		$6.18M Buy
24,181
+226
+0.9% +$57.8K 4.54% 9
2021
Q4 		$7.02M Buy
23,955
+397
+2% +$120K 4.72% 7
2021
Q3 		$6.92M Buy
23,558
+738
+3% +$222K 5.33% 6
2021
Q2 		$7.11M Buy
22,820
+471
+2% +$142K 5.58% 5
2021
Q1 		$6.72M Buy
+22,349
New +$6.94M 5.69% 4

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clark Financial Services Group's IWO Position: Q1 2022 in Review

Clark Financial Services Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.94% in Q1 2022, buying an estimated $57.8K and bringing the position to 24,181 shares worth $6.18M. The position accounts for 4.54% of the portfolio, ranked #9.

Clark Financial Services Group first reported a position in IWO in Q1 2021 and has held it in 5 quarters since. The position peaked at $7.11M in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Clark Financial Services Group held 24,181 shares of iShares Russell 2000 Growth ETF worth $6.18M as of Q1 2022.
  • Clark Financial Services Group bought 226 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $57.8K.
  • iShares Russell 2000 Growth ETF made up 4.54% of Clark Financial Services Group's portfolio in Q1 2022, its #9 holding.
  • Clark Financial Services Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 5 quarters since.
  • Clark Financial Services Group's iShares Russell 2000 Growth ETF position peaked at $7.11M in Q2 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Clark Financial Services Group's 13F filing for Q1 2022, filed 13 May 2022.