Elk River Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Elk River Wealth 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
2023 Q2	–	Sell	-903	Closed	-$205K	–	110
2023 Q1	$205K	Buy	+903	New	+$207K	0.05%	105
2022 Q2	–	Sell	-931	Closed	-$238K	–	113
2022 Q1	$238K	Hold	931	–	–	0.05%	109
2021 Q4	$273K	Hold	931	–	–	0.06%	110
2021 Q3	$273K	Hold	931	–	–	0.07%	103
2021 Q2	$290K	Sell	931 -10	-1%	-$3.01K	0.08%	99
2021 Q1	$283K	Hold	941	–	–	0.08%	99
2020 Q4	$270K	Buy	+941	New	+$240K	0.09%	105

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

CCWM

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

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

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

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

Elk River Wealth Management's IWO Position: Q2 2023 in Review

Elk River Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 903 shares — an estimated $205K sold.

Elk River Wealth Management first reported a position in IWO in Q4 2020 and held it in 7 quarters. The position peaked at $290K in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Elk River Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Elk River Wealth Management sold 903 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $205K.
Elk River Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 7 quarters.
Elk River Wealth Management's iShares Russell 2000 Growth ETF position peaked at $290K in Q2 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Elk River Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.