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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Column Capital Advisors's IWO Position: Q3 2023 in Review

Column Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 303% in Q3 2023, buying an estimated $29K and bringing the position to 161 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #362.

Column Capital Advisors first reported a position in IWO in Q4 2019 and has held it in 16 quarters since. 832 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

Column Capital Advisors held 161 shares of iShares Russell 2000 Growth ETF worth $36.1K as of Q3 2023.
Column Capital Advisors bought 121 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $29K.
iShares Russell 2000 Growth ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #362 holding.
Column Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 16 quarters since.
832 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.