Gallagher Benefit Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gallagher Benefit Services’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 Q4	$300K	Buy	+1,401	New	+$307K	0.06%	136

Other funds holding IWO

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

CCWM

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

Gallagher Benefit Services's IWO Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2022: 1,401 shares worth $300K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings.

836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Gallagher Benefit Services held 1,401 shares of iShares Russell 2000 Growth ETF worth $300K as of Q4 2022.
iShares Russell 2000 Growth ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Russell 2000 Growth ETF made up 0.06% of Gallagher Benefit Services's portfolio in Q4 2022, its #136 holding.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.