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Domani Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Domani Wealth’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
Q1 		$1.91M Sell
8,413
-684
-8% -$156K 0.44% 33
2022
Q4 		$1.95M Buy
+9,097
New +$1.99M 0.49% 31
2022
Q3 		– Sell
-1,341
Closed -$277K – 106
2022
Q2 		$277K Sell
1,341
-883
-40% -$197K 0.08% 99
2022
Q1 		$569K Buy
+2,224
New +$569K 0.12% 73

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Domani Wealth's IWO Position: Q1 2023 in Review

Domani Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.5% in Q1 2023, selling an estimated $156K and leaving 8,413 shares worth $1.91M. The position accounts for 0.44% of the portfolio, ranked #33.

Domani Wealth first reported a position in IWO in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.95M in Q4 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Domani Wealth held 8,413 shares of iShares Russell 2000 Growth ETF worth $1.91M as of Q1 2023.
  • Domani Wealth sold 684 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $156K.
  • iShares Russell 2000 Growth ETF made up 0.44% of Domani Wealth's portfolio in Q1 2023, its #33 holding.
  • Domani Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 4 quarters since.
  • Domani Wealth's iShares Russell 2000 Growth ETF position peaked at $1.95M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.