Eaton Vance Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Eaton Vance Management’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 Q3	$292K	Hold	1,415	–	–	﹤0.01%	1439
2022 Q2	$292K	Sell	1,415 -20,094	-93%	-$4.48M	﹤0.01%	1471
2022 Q1	$5.5M	Sell	21,509 -428	-2%	-$110K	0.01%	859
2021 Q4	$6.43M	Buy	21,937 +2,343	+12%	+$706K	0.01%	727
2021 Q3	$5.64M	Buy	19,594 +11	+0.1%	+$3.31K	0.01%	695
2021 Q2	$6.1M	Buy	19,583 +94	+0.5%	+$28.3K	0.01%	722
2021 Q1	$5.86M	Buy	19,489 +11	+0.1%	+$3.41K	0.01%	701
2020 Q4	$5.58M	Buy	19,478 +684	+4%	+$174K	0.01%	671
2020 Q3	$4.16M	Sell	18,794 -6	-0%	-$1.31K	0.01%	673
2020 Q2	$3.89M	Buy	18,800 +1	+0%	+$187	0.01%	658
2020 Q1	$2.97M	Buy	18,799 +5,364	+40%	+$1.06M	0.01%	665
2019 Q4	$2.88M	Buy	13,435 +152	+1%	+$30.9K	0.01%	758
2019 Q3	$2.56M	Buy	13,283 +1,538	+13%	+$305K	0.01%	763
2019 Q2	$2.36M	Buy	+11,745	New	+$2.32M	0.01%	771

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Eaton Vance Management's IWO Position: Q3 2022 in Review

Eaton Vance Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2022 at 1,415 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Eaton Vance Management first reported a position in IWO in Q2 2019 and has held it in 14 quarters since. The position peaked at $6.43M in Q4 2021. 787 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Eaton Vance Management held 1,415 shares of iShares Russell 2000 Growth ETF worth $292K as of Q3 2022.
Eaton Vance Management left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2022.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1439 holding.
Eaton Vance Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 14 quarters since.
Eaton Vance Management's iShares Russell 2000 Growth ETF position peaked at $6.43M in Q4 2021.
787 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.