FourThought Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FourThought Financial’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 Q3	$405K	Buy	1,960 +265	+16%	+$59.6K	0.06%	207
2022 Q2	$350K	Buy	1,695 +129	+8%	+$28.8K	0.05%	238
2022 Q1	$401K	Sell	1,566 -1,328	-46%	-$340K	0.05%	228
2021 Q4	$848K	Buy	2,894 +201	+7%	+$60.6K	0.11%	137
2021 Q3	$790K	Buy	2,693 +735	+38%	+$221K	0.11%	148
2021 Q2	$610K	Buy	1,958 +50	+3%	+$15K	0.08%	183
2021 Q1	$574K	Sell	1,908 -269	-12%	-$83.5K	0.08%	187
2020 Q4	$624K	Buy	+2,177	New	+$555K	0.1%	158

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

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

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

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

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

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

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

FourThought Financial's IWO Position: Q3 2022 in Review

FourThought Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 16% in Q3 2022, buying an estimated $59.6K and bringing the position to 1,960 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #207.

FourThought Financial first reported a position in IWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $848K in Q4 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

FourThought Financial held 1,960 shares of iShares Russell 2000 Growth ETF worth $405K as of Q3 2022.
FourThought Financial bought 265 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $59.6K.
iShares Russell 2000 Growth ETF made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #207 holding.
FourThought Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell 2000 Growth ETF position peaked at $848K in Q4 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.