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

Elmwood 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
2022 Q1	–	Sell	-25	Closed	-$7K	–	211
2021 Q4	$7K	Buy	+25	New	+$7.53K	﹤0.01%	306
2021 Q2	$8K	Hold	25	–	–	﹤0.01%	266
2021 Q1	$8K	Buy	+25	New	+$7.76K	﹤0.01%	254
2020 Q3	$10K	Hold	50	–	–	0.01%	189
2020 Q2	$10K	Buy	+50	New	+$9.35K	0.01%	189
2019 Q4	–	Sell	-50	Closed	-$10K	–	169
2019 Q3	$10K	Hold	50	–	–	0.01%	181
2019 Q2	$10K	Hold	50	–	–	0.01%	197
2019 Q1	$10K	Hold	50	–	–	0.01%	192
2018 Q4	$8K	Hold	50	–	–	0.01%	205
2018 Q3	$10.8K	Hold	50	–	–	0.01%	199
2018 Q2	$10.2K	Buy	+50	New	+$10K	0.01%	198

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Elmwood Wealth Management's IWO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 25 shares — an estimated $7K sold.

Elmwood Wealth Management first reported a position in IWO in Q2 2018 and held it in 11 quarters. The position peaked at $10.8K in Q3 2018. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 25 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $7K.
Elmwood Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 11 quarters.
Elmwood Wealth Management's iShares Russell 2000 Growth ETF position peaked at $10.8K in Q3 2018.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.