Dana Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Dana Investment Advisors’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	-2,245	Closed	-$574K	–	429
2022 Q1	$574K	Sell	2,245 -570	-20%	-$146K	0.03%	259
2021 Q4	$825K	Sell	2,815 -16	-0.6%	-$4.82K	0.04%	228
2021 Q3	$831K	Buy	2,831 +814	+40%	+$245K	0.04%	216
2021 Q2	$629K	Sell	2,017 -741	-27%	-$223K	0.03%	238
2021 Q1	$829K	Buy	2,758 +863	+46%	+$268K	0.04%	221
2020 Q4	$543K	Buy	+1,895	New	+$483K	0.03%	234
2019 Q1	–	Sell	-1,457	Closed	-$245K	–	291
2018 Q4	$245K	Buy	+1,457	New	+$272K	0.01%	256
2017 Q1	–	Sell	-1,942	Closed	-$299K	–	299
2016 Q4	$299K	Buy	+1,942	New	+$290K	0.01%	251

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

Dana Investment Advisors's IWO Position: Q2 2022 in Review

Dana Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 2,245 shares — an estimated $574K sold.

Dana Investment Advisors first reported a position in IWO in Q4 2016 and held it in 8 quarters. The position peaked at $831K in Q3 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Dana Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Dana Investment Advisors sold 2,245 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $574K.
Dana Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 8 quarters.
Dana Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $831K in Q3 2021.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Dana Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.