Crescent Capital Consulting’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Crescent Capital Consulting’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 Q4	$2.19M	Sell	7,490 -7,596	-50%	-$2.29M	0.36%	64
2021 Q3	$4.43M	Sell	15,086 -383	-2%	-$115K	0.81%	32
2021 Q2	$4.82M	Sell	15,469 -2,672	-15%	-$804K	0.9%	29
2021 Q1	$5.46M	Sell	18,141 -3,699	-17%	-$1.15M	1.2%	22
2020 Q4	$6.26M	Buy	+21,840	New	+$5.57M	1.61%	13

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

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

Crescent Capital Consulting's IWO Position: Q4 2021 in Review

Crescent Capital Consulting reduced its iShares Russell 2000 Growth ETF (IWO) stake by 50% in Q4 2021, selling an estimated $2.29M and leaving 7,490 shares worth $2.19M. The position accounts for 0.36% of the portfolio, ranked #64.

Crescent Capital Consulting first reported a position in IWO in Q4 2020 and has held it in 5 quarters since. The position peaked at $6.26M in Q4 2020. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

Crescent Capital Consulting held 7,490 shares of iShares Russell 2000 Growth ETF worth $2.19M as of Q4 2021.
Crescent Capital Consulting sold 7,596 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $2.29M.
iShares Russell 2000 Growth ETF made up 0.36% of Crescent Capital Consulting's portfolio in Q4 2021, its #64 holding.
Crescent Capital Consulting first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's iShares Russell 2000 Growth ETF position peaked at $6.26M in Q4 2020.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.