Enterprise Trust & Investment’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Enterprise Trust & Investment’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 Q2	$21K	Sell	100 -50	-33%	-$11.1K	0.01%	170
2022 Q1	$38K	Hold	150	–	–	0.01%	141
2021 Q4	$44K	Hold	150	–	–	0.02%	142
2021 Q3	$44K	Hold	150	–	–	0.02%	142
2021 Q2	$47K	Hold	150	–	–	0.02%	135
2021 Q1	$45K	Hold	150	–	–	0.02%	124
2020 Q4	$46K	Hold	150	–	–	0.02%	122
2020 Q3	$33K	Hold	150	–	–	0.02%	131
2020 Q2	$31K	Hold	150	–	–	0.02%	128
2020 Q1	$24K	Buy	+150	New	+$29.8K	0.02%	122

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

APF

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

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

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

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

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

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

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

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

Enterprise Trust & Investment's IWO Position: Q2 2022 in Review

Enterprise Trust & Investment reduced its iShares Russell 2000 Growth ETF (IWO) stake by 33% in Q2 2022, selling an estimated $11.1K and leaving 100 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #170.

Enterprise Trust & Investment first reported a position in IWO in Q1 2020 and has held it in 10 quarters since. The position peaked at $47K in Q2 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Enterprise Trust & Investment held 100 shares of iShares Russell 2000 Growth ETF worth $21K as of Q2 2022.
Enterprise Trust & Investment sold 50 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $11.1K.
iShares Russell 2000 Growth ETF made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #170 holding.
Enterprise Trust & Investment first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 10 quarters since.
Enterprise Trust & Investment's iShares Russell 2000 Growth ETF position peaked at $47K in Q2 2021.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.