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

GeoWealth 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
2023
Q1 		– Sell
-108
Closed -$23K – 409
2022
Q4 		$23K Sell
108
-221
-67% -$48.4K ﹤0.01% 313
2022
Q3 		$68K Sell
329
-94
-22% -$21.2K 0.01% 283
2022
Q2 		$87K Buy
423
+71
+20% +$15.8K 0.01% 270
2022
Q1 		$89K Sell
352
-77
-18% -$19.7K 0.01% 327
2021
Q4 		$125K Buy
429
+83
+24% +$25K 0.01% 293
2021
Q3 		$102K Buy
+346
New +$104K 0.01% 321

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

GeoWealth Management's IWO Position: Q1 2023 in Review

GeoWealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 108 shares — an estimated $23K sold.

GeoWealth Management first reported a position in IWO in Q3 2021 and held it in 6 quarters. The position peaked at $125K in Q4 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • GeoWealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • GeoWealth Management sold 108 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $23K.
  • GeoWealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and held it in 6 quarters.
  • GeoWealth Management's iShares Russell 2000 Growth ETF position peaked at $125K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.