CoreFirst Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CoreFirst Bank & Trust’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	–	Sell	-8	Closed	-$2K	–	417
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	382
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	407
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	432
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	438
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	436
2020 Q4	$2K	Buy	+8	New	+$2.04K	﹤0.01%	414

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

CoreFirst Bank & Trust's IWO Position: Q2 2022 in Review

CoreFirst Bank & Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 8 shares — an estimated $2K sold.

CoreFirst Bank & Trust first reported a position in IWO in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

CoreFirst Bank & Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 8 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $2K.
CoreFirst Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 6 quarters.
CoreFirst Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $2K in Q1 2022.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2022, filed 16 Aug 2022.