Comerica Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Comerica Securities’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 Q1	–	Sell	-3,564	Closed	-$764K	–	936
2022 Q4	$764K	Buy	+3,564	New	+$781K	0.05%	260
2022 Q1	–	Sell	-2,141	Closed	-$627K	–	511
2021 Q4	$627K	Buy	2,141 +1,412	+194%	+$426K	0.04%	291
2021 Q3	$214K	Hold	729	–	–	0.02%	475
2021 Q2	$227K	Buy	+729	New	+$219K	0.02%	447
2020 Q2	–	Sell	-2,444	Closed	-$387K	–	450
2020 Q1	$387K	Sell	2,444 -162	-6%	-$32.2K	0.04%	275
2019 Q4	$558K	Buy	2,606 +44	+2%	+$8.93K	0.05%	272
2019 Q3	$494K	Buy	2,562 +28	+1%	+$5.55K	0.05%	271
2019 Q2	$509K	Buy	2,534 +1,476	+140%	+$292K	0.05%	270
2019 Q1	$208K	Buy	+1,058	New	+$201K	0.02%	404

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Comerica Securities's IWO Position: Q1 2023 in Review

Comerica Securities sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 3,564 shares — an estimated $764K sold.

Comerica Securities first reported a position in IWO in Q1 2019 and held it in 9 quarters. The position peaked at $764K in Q4 2022. 813 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Comerica Securities reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Comerica Securities sold 3,564 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $764K.
Comerica Securities first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 9 quarters.
Comerica Securities's iShares Russell 2000 Growth ETF position peaked at $764K in Q4 2022.
813 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.