DB Wealth Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

DB Wealth Management Group’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
2023 Q4	$130K	Hold	516	–	–	0.07%	106
2023 Q3	$116K	Hold	516	–	–	0.07%	108
2023 Q2	$125K	Hold	516	–	–	0.08%	100
2023 Q1	$117K	Sell	516 -70	-12%	-$16K	0.07%	100
2022 Q4	$126K	Sell	586 -24	-4%	-$5.26K	0.08%	95
2022 Q3	$126K	Hold	610	–	–	0.09%	95
2022 Q2	$126K	Sell	610 -250	-29%	-$55.7K	0.09%	96
2022 Q1	$220K	Sell	860 -278	-24%	-$71.2K	0.13%	81
2021 Q4	$333K	Sell	1,138 -3	-0.3%	-$904	0.2%	69
2021 Q3	$335K	Hold	1,141	–	–	0.22%	68
2021 Q2	$356K	Sell	1,141 -244	-18%	-$73.4K	0.23%	70
2021 Q1	$417K	Sell	1,385 -20	-1%	-$6.21K	0.29%	63
2020 Q4	$403K	Buy	+1,405	New	+$358K	0.3%	62

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

DB Wealth Management Group's IWO Position: Q4 2023 in Review

DB Wealth Management Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2023 at 516 shares worth $130K. The position accounts for 0.07% of the portfolio, ranked #106.

DB Wealth Management Group first reported a position in IWO in Q4 2020 and has held it in 13 quarters since. The position peaked at $417K in Q1 2021. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

DB Wealth Management Group held 516 shares of iShares Russell 2000 Growth ETF worth $130K as of Q4 2023.
DB Wealth Management Group left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2023.
iShares Russell 2000 Growth ETF made up 0.07% of DB Wealth Management Group's portfolio in Q4 2023, its #106 holding.
DB Wealth Management Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares Russell 2000 Growth ETF position peaked at $417K in Q1 2021.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.