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Dixon Hubard Feinour & Brown’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Dixon Hubard Feinour & Brown’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
Q1 		– Sell
-5,969
Closed -$1.75M – 309
2021
Q4 		$1.75M Buy
5,969
+47
+0.8% +$14.2K 0.17% 122
2021
Q3 		$1.74M Buy
5,922
+84
+1% +$25.2K 0.37% 59
2021
Q2 		$1.82M Sell
5,838
-5,293
-48% -$1.59M 0.38% 57
2021
Q1 		$2.89M Buy
11,131
+5,353
+93% +$1.66M 0.36% 69
2020
Q4 		$1.28M Hold
5,778
– – 0.33% 66
2020
Q3 		$1.28M Buy
5,778
+81
+1% +$17.7K 0.33% 66
2020
Q2 		$1.21M Buy
5,697
+2,607
+84% +$488K 0.31% 69
2020
Q1 		$489K Buy
3,090
+2,095
+211% +$416K 0.17% 99
2019
Q4 		$213K Buy
+995
New +$202K 0.06% 168
2018
Q4 		– Sell
-1,015
Closed -$218K – 173
2018
Q3 		$218K Sell
1,015
-25
-2% -$5.33K 0.06% 162
2018
Q2 		$213K Sell
1,040
-7,545
-88% -$1.51M 0.06% 152
2018
Q1 		$1.64M Buy
8,585
+2,435
+40% +$468K 0.46% 61
2017
Q4 		$1.15M Buy
6,150
+105
+2% +$19.2K 0.31% 84
2017
Q3 		$1.08M Sell
6,045
-395
-6% -$67.1K 0.31% 84
2017
Q2 		$1.09M Hold
6,440
– – 0.31% 84
2017
Q1 		$1.04M Hold
6,440
– – 0.31% 89
2016
Q4 		$991K Sell
6,440
-35
-0.5% -$5.22K 0.31% 91
2016
Q3 		$964K Buy
6,475
+15
+0.2% +$2.19K 0.3% 89
2016
Q2 		$886K Hold
6,460
– – 0.28% 94
2016
Q1 		$866K Buy
6,460
+129
+2% +$16.1K 0.28% 95
2015
Q4 		$882K Sell
6,331
-465
-7% -$65.9K 0.28% 91
2015
Q3 		$910K Sell
6,796
-220
-3% -$32.6K 0.34% 76
2015
Q2 		$1.08M Buy
7,016
+25
+0.4% +$3.83K 0.33% 78
2015
Q1 		$1.06M Buy
6,991
+20
+0.3% +$2.91K 0.31% 82
2014
Q4 		$993K Buy
6,971
+20
+0.3% +$2.71K 0.31% 86
2014
Q3 		$901K Buy
6,951
+830
+14% +$111K 0.3% 88
2014
Q2 		$847K Sell
6,121
-530
-8% -$69.7K 0.28% 90
2014
Q1 		$905K Buy
6,651
+1,846
+38% +$252K 0.31% 87
2013
Q4 		$651K Buy
4,805
+742
+18% +$96.2K 0.24% 92
2013
Q3 		$511K Buy
+4,063
New +$490K 0.22% 99

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Dixon Hubard Feinour & Brown's IWO Position: Q1 2022 in Review

Dixon Hubard Feinour & Brown sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 5,969 shares — an estimated $1.75M sold.

Dixon Hubard Feinour & Brown first reported a position in IWO in Q3 2013 and held it in 30 quarters. The position peaked at $2.89M in Q1 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Dixon Hubard Feinour & Brown reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 5,969 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $1.75M.
  • Dixon Hubard Feinour & Brown first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 30 quarters.
  • Dixon Hubard Feinour & Brown's iShares Russell 2000 Growth ETF position peaked at $2.89M in Q1 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q1 2022, filed 9 May 2022.