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Gofen & Glossberg’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gofen & Glossberg’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 		$229K Sell
1,066
-100
-9% -$21.9K 0.01% 488
2022
Q3 		$241K Buy
+1,166
New +$262K 0.01% 456

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
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

Gofen & Glossberg's IWO Position: Q4 2022 in Review

Gofen & Glossberg reduced its iShares Russell 2000 Growth ETF (IWO) stake by 8.6% in Q4 2022, selling an estimated $21.9K and leaving 1,066 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #488.

Gofen & Glossberg first reported a position in IWO in Q3 2022 and has held it in 2 quarters since. The position peaked at $241K in Q3 2022. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Gofen & Glossberg held 1,066 shares of iShares Russell 2000 Growth ETF worth $229K as of Q4 2022.
  • Gofen & Glossberg sold 100 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $21.9K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #488 holding.
  • Gofen & Glossberg first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • Gofen & Glossberg's iShares Russell 2000 Growth ETF position peaked at $241K in Q3 2022.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.