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D.B. Root & Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

D.B. Root & Company’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 		– Sell
-1,798
Closed -$527K – 195
2021
Q3 		$527K Hold
1,798
– – 0.21% 126
2021
Q2 		$560K Buy
1,798
+2
+0.1% +$602 0.21% 125
2021
Q1 		$540K Buy
1,796
+15
+0.8% +$4.66K 0.21% 125
2020
Q4 		$510K Sell
1,781
-52
-3% -$13.3K 0.2% 127
2020
Q3 		$406K Buy
1,833
+2
+0.1% +$438 0.16% 144
2020
Q2 		$378K Sell
1,831
-14
-0.8% -$2.62K 0.16% 144
2020
Q1 		$291K Sell
1,845
-12
-0.6% -$2.38K 0.15% 159
2019
Q4 		$397K Sell
1,857
-33
-2% -$6.7K 0.17% 146
2019
Q3 		$364K Hold
1,890
– – 0.17% 153
2019
Q2 		$379K Sell
1,890
-673
-26% -$133K 0.17% 143
2019
Q1 		$504K Buy
2,563
+2
+0.1% +$381 0.22% 126
2018
Q4 		$430K Sell
2,561
-429
-14% -$80K 0.21% 121
2018
Q3 		$643K Sell
2,990
-1,004
-25% -$214K 0.28% 107
2018
Q2 		$816K Buy
3,994
+629
+19% +$126K 0.39% 92
2018
Q1 		$641K Buy
3,365
+1,516
+82% +$291K 0.34% 101
2017
Q4 		$345K Buy
+1,849
New +$338K 0.3% 79

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

D.B. Root & Company's IWO Position: Q4 2021 in Review

D.B. Root & Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 1,798 shares — an estimated $527K sold.

D.B. Root & Company first reported a position in IWO in Q4 2017 and held it in 16 quarters. The position peaked at $816K in Q2 2018. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • D.B. Root & Company reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • D.B. Root & Company sold 1,798 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $527K.
  • D.B. Root & Company first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 16 quarters.
  • D.B. Root & Company's iShares Russell 2000 Growth ETF position peaked at $816K in Q2 2018.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on D.B. Root & Company's 13F filing for Q4 2021, filed 1 Feb 2022.