Financial Architects (New Jersey)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Architects (New Jersey)’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	$272K	Buy	1,119 +233	+26%	+$53.4K	0.04%	278
2023 Q1	$201K	Buy	+886	New	+$203K	0.03%	311
2022 Q2	–	Sell	-886	Closed	-$227K	–	143
2022 Q1	$227K	Hold	886	–	–	0.03%	308
2021 Q4	$260K	Sell	886 -700	-44%	-$211K	0.04%	287
2021 Q3	$466K	Sell	1,586 -55	-3%	-$16.5K	0.07%	207
2021 Q2	$511K	Hold	1,641	–	–	0.07%	199
2021 Q1	$494K	Buy	1,641 +55	+3%	+$17.1K	0.08%	192
2020 Q4	$455K	Hold	1,586	–	–	0.08%	177
2020 Q3	$351K	Hold	1,586	–	–	0.08%	181
2020 Q2	$328K	Hold	1,586	–	–	0.08%	178
2020 Q1	$251K	Hold	1,586	–	–	0.07%	193
2019 Q4	$340K	Hold	1,586	–	–	0.07%	181
2019 Q3	$306K	Sell	1,586 -129	-8%	-$25.6K	0.07%	185
2019 Q2	$344K	Buy	+1,715	New	+$339K	0.06%	189
2019 Q1	–	Hold	0	–	–	–	221
2018 Q4	–	Hold	0	–	–	–	221
2018 Q3	–	Hold	0	–	–	–	179
2018 Q2	–	Hold	0	–	–	–	170
2018 Q1	–	Hold	0	–	–	–	211
2017 Q4	–	Hold	0	–	–	–	222
2017 Q3	–	Hold	0	–	–	–	233
2017 Q2	–	Hold	0	–	–	–	233
2017 Q1	–	Hold	0	–	–	–	227
2016 Q4	–	Hold	0	–	–	–	218
2016 Q3	–	Hold	0	–	–	–	230
2016 Q2	–	Hold	0	–	–	–	230
2016 Q1	–	Sell	-1,586	Closed	-$198K	–	189
2015 Q4	$221K	Buy	+1,586	New	+$225K	0.09%	195
2015 Q3	–	Hold	0	–	–	–	183
2015 Q2	–	Hold	0	–	–	–	170
2015 Q1	–	Hold	0	–	–	–	162
2014 Q4	–	Hold	0	–	–	–	149
2013 Q4	–	Sell	-736	Closed	-$93K	–	355
2013 Q3	$93K	Hold	736	–	–	0.06%	187
2013 Q2	$82K	Buy	+736	New	+$80.4K	0.06%	183

Other funds holding IWO

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

Financial Architects (New Jersey)'s IWO Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its iShares Russell 2000 Growth ETF (IWO) stake by 26% in Q2 2023, buying an estimated $53.4K and bringing the position to 1,119 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #278.

Financial Architects (New Jersey) first reported a position in IWO in Q2 2013 and has held it in 17 quarters since. The position peaked at $511K in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Financial Architects (New Jersey) held 1,119 shares of iShares Russell 2000 Growth ETF worth $272K as of Q2 2023.
Financial Architects (New Jersey) bought 233 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $53.4K.
iShares Russell 2000 Growth ETF made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #278 holding.
Financial Architects (New Jersey) first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 17 quarters since.
Financial Architects (New Jersey)'s iShares Russell 2000 Growth ETF position peaked at $511K in Q2 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.