Gibson Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gibson Wealth Advisors’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	$2.76M	Buy	12,600 +12,400	+6,200%	+$2.72M	0.05%	54
2022 Q3	$41K	Hold	200	–	–	0.05%	53
2022 Q2	$41K	Hold	200	–	–	0.05%	49
2022 Q1	$51K	Hold	200	–	–	0.05%	45
2021 Q4	$59K	Buy	+200	New	+$60.3K	0.06%	38

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Gibson Wealth Advisors's IWO Position: Q4 2022 in Review

Gibson Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 6,200% in Q4 2022, buying an estimated $2.72M and bringing the position to 12,600 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #54.

Gibson Wealth Advisors first reported a position in IWO in Q4 2021 and has held it in 5 quarters since. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Gibson Wealth Advisors held 12,600 shares of iShares Russell 2000 Growth ETF worth $2.76M as of Q4 2022.
Gibson Wealth Advisors bought 12,400 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $2.72M.
iShares Russell 2000 Growth ETF made up 0.05% of Gibson Wealth Advisors's portfolio in Q4 2022, its #54 holding.
Gibson Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 5 quarters since.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.