Cordasco Financial Network’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cordasco Financial Network’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 Q2	$15K	Hold	72	–	–	0.01%	314
2022 Q1	$18K	Hold	72	–	–	0.01%	304
2021 Q4	$21K	Hold	72	–	–	0.01%	286
2021 Q3	$21K	Hold	72	–	–	0.01%	286
2021 Q2	$22K	Hold	72	–	–	0.02%	287
2021 Q1	$22K	Hold	72	–	–	0.02%	276
2020 Q4	$21K	Hold	72	–	–	0.02%	239
2020 Q3	$16K	Hold	72	–	–	0.01%	268
2020 Q2	$15K	Hold	72	–	–	0.01%	244
2020 Q1	$11K	Hold	72	–	–	0.01%	245
2019 Q4	$15K	Hold	72	–	–	0.01%	230
2019 Q3	$14K	Hold	72	–	–	0.01%	246
2019 Q2	$14K	Hold	72	–	–	0.01%	239
2019 Q1	$14K	Hold	72	–	–	0.01%	264
2018 Q4	$12K	Hold	72	–	–	0.01%	223
2018 Q3	$15K	Hold	72	–	–	0.01%	211
2018 Q2	$15K	Hold	72	–	–	0.01%	220
2018 Q1	$14K	Hold	72	–	–	0.02%	187
2017 Q4	$13K	Hold	72	–	–	0.01%	175
2017 Q3	$13K	Hold	72	–	–	0.01%	170
2017 Q2	$12K	Hold	72	–	–	0.01%	172
2017 Q1	$12K	Sell	72 -80	-53%	-$12.7K	0.01%	180
2016 Q4	$23K	Sell	152 -60	-28%	-$8.96K	0.03%	152
2016 Q3	$29K	Hold	212	–	–	0.03%	153
2016 Q2	$29K	Hold	212	–	–	0.03%	153
2016 Q1	$28K	Sell	212 -125	-37%	-$15.6K	0.03%	160
2015 Q4	$47K	Buy	337 +60	+22%	+$8.51K	0.04%	131
2015 Q3	$37K	Sell	277 -60	-18%	-$8.89K	0.03%	145
2015 Q2	$52K	Sell	337 -130	-28%	-$19.9K	0.04%	131
2015 Q1	$71K	Sell	467 -155	-25%	-$22.6K	0.05%	134
2014 Q4	$89K	Hold	622	–	–	0.07%	127
2014 Q3	$81K	Hold	622	–	–	0.06%	135
2014 Q2	$86K	Hold	622	–	–	0.07%	126
2014 Q1	$85K	Sell	622 -45	-7%	-$6.15K	0.07%	125
2013 Q4	$90K	Buy	+667	New	+$86.4K	0.07%	115

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cordasco Financial Network's IWO Position: Q2 2022 in Review

Cordasco Financial Network held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2022 at 72 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #314.

Cordasco Financial Network first reported a position in IWO in Q4 2013 and has held it in 35 quarters since. The position peaked at $90K in Q4 2013. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Cordasco Financial Network held 72 shares of iShares Russell 2000 Growth ETF worth $15K as of Q2 2022.
Cordasco Financial Network left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2022.
iShares Russell 2000 Growth ETF made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #314 holding.
Cordasco Financial Network first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 35 quarters since.
Cordasco Financial Network's iShares Russell 2000 Growth ETF position peaked at $90K in Q4 2013.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.