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EWG Elevate’s iShares Russell 2000 Growth ETF IWO Stock Holding History

EWG Elevate’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 		– Sell
-36
Closed -$7.72K – 412
2022
Q4 		$7.72K Buy
+36
New +$7.89K ﹤0.01% 419

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

EWG Elevate's IWO Position: Q1 2023 in Review

EWG Elevate sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 36 shares — an estimated $7.72K sold.

EWG Elevate first reported a position in IWO in Q4 2022 and held it in 1 quarter. The position peaked at $7.72K in Q4 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • EWG Elevate reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 36 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $7.72K.
  • EWG Elevate first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's iShares Russell 2000 Growth ETF position peaked at $7.72K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.