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

Doliver 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
2023
Q3 		– Sell
-5,920
Closed -$1.44M – 151
2023
Q2 		$1.44M Buy
+5,920
New +$1.36M 0.44% 35

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Doliver Advisors's IWO Position: Q3 2023 in Review

Doliver Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 5,920 shares — an estimated $1.44M sold.

Doliver Advisors first reported a position in IWO in Q2 2023 and held it in 1 quarter. The position peaked at $1.44M in Q2 2023. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • Doliver Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Doliver Advisors sold 5,920 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $1.44M.
  • Doliver Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Doliver Advisors's iShares Russell 2000 Growth ETF position peaked at $1.44M in Q2 2023.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Doliver Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.