CPWM LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CPWM LLC’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
2021 Q3	–	Sell	-643	Closed	-$200K	–	303
2021 Q2	$200K	Buy	+643	New	+$193K	0.02%	298

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CPWM LLC's IWO Position: Q3 2021 in Review

CPWM LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 643 shares — an estimated $200K sold.

CPWM LLC first reported a position in IWO in Q2 2021 and held it in 1 quarter. The position peaked at $200K in Q2 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

CPWM LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
CPWM LLC sold 643 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $200K.
CPWM LLC first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 1 quarter.
CPWM LLC's iShares Russell 2000 Growth ETF position peaked at $200K in Q2 2021.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on CPWM LLC's 13F filing for Q3 2021, filed 12 Nov 2021.