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

Fullen Financial Group’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
-783
Closed -$200K – 59
2022
Q1 		$200K Hold
783
– – 0.12% 61
2021
Q4 		$229K Buy
783
+1
+0.1% +$301 0.13% 57
2021
Q3 		$228K Buy
782
+1
+0.1% +$300 0.13% 57
2021
Q2 		$243K Hold
781
– – 0.14% 55
2021
Q1 		$235K Sell
781
-161
-17% -$50K 0.15% 54
2020
Q4 		$270K Hold
942
– – 0.18% 52
2020
Q3 		$209K Buy
+942
New +$206K 0.16% 54

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fullen Financial Group's IWO Position: Q2 2022 in Review

Fullen Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 783 shares — an estimated $200K sold.

Fullen Financial Group first reported a position in IWO in Q3 2020 and held it in 7 quarters. The position peaked at $270K in Q4 2020. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Fullen Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Fullen Financial Group sold 783 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $200K.
  • Fullen Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 7 quarters.
  • Fullen Financial Group's iShares Russell 2000 Growth ETF position peaked at $270K in Q4 2020.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Fullen Financial Group's 13F filing for Q2 2022, filed 26 Jul 2022.