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Consilio Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Consilio Wealth 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
2022
Q4 		– Sell
-1,917
Closed -$396K – 52
2022
Q3 		$396K Hold
1,917
– – 0.31% 37
2022
Q2 		$395K Hold
1,917
– – 0.32% 31
2022
Q1 		$490K Sell
1,917
-7,820
-80% -$2M 0.39% 31
2021
Q4 		$2.88M Buy
+9,737
New +$2.93M 2.23% 11

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Consilio Wealth Advisors's IWO Position: Q4 2022 in Review

Consilio Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 1,917 shares — an estimated $396K sold.

Consilio Wealth Advisors first reported a position in IWO in Q4 2021 and held it in 4 quarters. The position peaked at $2.88M in Q4 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Consilio Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 1,917 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $396K.
  • Consilio Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 4 quarters.
  • Consilio Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $2.88M in Q4 2021.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Consilio Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.