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CCA
Column Capital Advisors’s
iShares Russell 2000 Growth ETF
IWO
Stock Holding History
Column Capital Advisors’s Portfolio
IWO Stock Details
IWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
$36.1K
Buy
161
+121
+303%
+$29K
0.01%
362
2023
Q2
$9.71K
Hold
40
–
–
﹤0.01%
542
2023
Q1
$9.07K
Hold
40
–
–
﹤0.01%
569
2022
Q4
$8.58K
Hold
40
–
–
﹤0.01%
551
2022
Q3
$8K
Hold
40
–
–
﹤0.01%
497
2022
Q2
$8K
Hold
40
–
–
﹤0.01%
510
2022
Q1
$10K
Hold
40
–
–
﹤0.01%
504
2021
Q4
$12K
Hold
40
–
–
﹤0.01%
490
2021
Q3
$12K
Hold
40
–
–
﹤0.01%
450
2021
Q2
$12K
Hold
40
–
–
﹤0.01%
455
2021
Q1
$12K
Hold
40
–
–
﹤0.01%
437
2020
Q4
$11K
Hold
40
–
–
﹤0.01%
453
2020
Q3
$9K
Hold
40
–
–
﹤0.01%
451
2020
Q2
$8K
Hold
40
–
–
﹤0.01%
498
2020
Q1
$6K
Hold
40
–
–
﹤0.01%
470
2019
Q4
$8K
Buy
+40
New
+$8.12K
﹤0.01%
473
Other funds holding IWO
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
B
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$6.19B AUM
16.5%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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