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

Frontier 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 Q2	–	Sell	-832	Closed	-$203K	–	413
2022 Q1	$203K	Buy	832 +1	+0.1%	+$256	﹤0.01%	375
2021 Q4	$244K	Sell	831 -1	-0.1%	-$301	0.02%	362
2021 Q3	$244K	Hold	832	–	–	0.02%	369
2021 Q2	$259K	Buy	832 +1	+0.1%	+$301	0.02%	361
2021 Q1	$250K	Hold	831	–	–	0.02%	337
2020 Q4	$238K	Buy	+831	New	+$212K	0.02%	330
2019 Q2	–	Sell	-1,064	Closed	-$209K	–	340
2019 Q1	$209K	Sell	1,064 -263	-20%	-$50K	0.03%	331
2018 Q4	$223K	Sell	1,327 -571	-30%	-$106K	0.03%	312
2018 Q3	$408K	Buy	1,898 +178	+10%	+$37.9K	0.04%	258
2018 Q2	$351K	Buy	+1,720	New	+$344K	0.05%	268

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

Frontier Wealth Management's IWO Position: Q2 2022 in Review

Frontier Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 832 shares — an estimated $203K sold.

Frontier Wealth Management first reported a position in IWO in Q2 2018 and held it in 10 quarters. The position peaked at $408K in Q3 2018. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Frontier Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 832 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $203K.
Frontier Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 10 quarters.
Frontier Wealth Management's iShares Russell 2000 Growth ETF position peaked at $408K in Q3 2018.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.