Community Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Community Bank’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
2024 Q1	–	Sell	-141	Closed	-$35.6K	–	424
2023 Q4	$35.6K	Hold	141	–	–	﹤0.01%	289
2023 Q3	$31.6K	Hold	141	–	–	﹤0.01%	291
2023 Q2	$34.2K	Hold	141	–	–	﹤0.01%	297
2023 Q1	$32K	Hold	141	–	–	﹤0.01%	305
2022 Q4	$30.2K	Sell	141 -626	-82%	-$137K	﹤0.01%	311
2022 Q3	$158K	Buy	767 +626	+444%	+$141K	0.02%	225
2022 Q2	$29K	Sell	141 -19	-12%	-$4.24K	﹤0.01%	312
2022 Q1	$41K	Hold	160	–	–	0.01%	307
2021 Q4	$47K	Hold	160	–	–	0.01%	309
2021 Q3	$47K	Hold	160	–	–	0.01%	319
2021 Q2	$50K	Hold	160	–	–	0.01%	316
2021 Q1	$48K	Hold	160	–	–	0.01%	311
2020 Q4	$45K	Hold	160	–	–	0.01%	310
2020 Q3	$35K	Sell	160 -11	-6%	-$2.41K	0.01%	318
2020 Q2	$35K	Buy	171 +30	+21%	+$5.61K	0.01%	324
2020 Q1	$22K	Hold	141	–	–	﹤0.01%	305
2019 Q4	$30K	Hold	141	–	–	0.01%	305
2019 Q3	$27K	Hold	141	–	–	0.01%	300
2019 Q2	$28K	Hold	141	–	–	0.01%	305
2019 Q1	$28K	Hold	141	–	–	0.01%	307
2018 Q4	$24K	Hold	141	–	–	0.01%	309
2018 Q3	$30K	Hold	141	–	–	0.01%	318
2018 Q2	$29K	Hold	141	–	–	0.01%	316
2018 Q1	$27K	Buy	+141	New	+$27.1K	0.01%	329

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Community Bank's IWO Position: Q1 2024 in Review

Community Bank sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 141 shares — an estimated $35.6K sold.

Community Bank first reported a position in IWO in Q1 2018 and held it in 24 quarters. The position peaked at $158K in Q3 2022. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Community Bank reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Community Bank sold 141 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $35.6K.
Community Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 24 quarters.
Community Bank's iShares Russell 2000 Growth ETF position peaked at $158K in Q3 2022.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Community Bank's 13F filing for Q1 2024, filed 15 May 2024.