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Cribstone Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cribstone Capital Management’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 		$733K Sell
3,416
-2,467
-42% -$541K 0.43% 63
2022
Q3 		$1.22M Buy
5,883
+4,647
+376% +$1.05M 0.75% 40
2022
Q2 		$255K Buy
+1,236
New +$276K 0.16% 94

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

Cribstone Capital Management's IWO Position: Q4 2022 in Review

Cribstone Capital Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 42% in Q4 2022, selling an estimated $541K and leaving 3,416 shares worth $733K. The position accounts for 0.43% of the portfolio, ranked #63.

Cribstone Capital Management first reported a position in IWO in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.22M in Q3 2022. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Cribstone Capital Management held 3,416 shares of iShares Russell 2000 Growth ETF worth $733K as of Q4 2022.
  • Cribstone Capital Management sold 2,467 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $541K.
  • iShares Russell 2000 Growth ETF made up 0.43% of Cribstone Capital Management's portfolio in Q4 2022, its #63 holding.
  • Cribstone Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 3 quarters since.
  • Cribstone Capital Management's iShares Russell 2000 Growth ETF position peaked at $1.22M in Q3 2022.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.