Graves Light Lenhart Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-110	Closed	-$23K	–	365
2022 Q2	$23K	Hold	110	–	–	﹤0.01%	403
2022 Q1	$28K	Hold	110	–	–	﹤0.01%	428
2021 Q4	$32K	Hold	110	–	–	﹤0.01%	475
2021 Q3	$32K	Hold	110	–	–	0.01%	427
2021 Q2	$34K	Hold	110	–	–	0.01%	424
2021 Q1	$33K	Hold	110	–	–	0.01%	428
2020 Q4	$32K	Buy	+110	New	+$28K	0.01%	422

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

Goldman Sachs New York $871B AUM 31.28% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Graves Light Lenhart Wealth's IWO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 110 shares — an estimated $23K sold.

Graves Light Lenhart Wealth first reported a position in IWO in Q4 2020 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 110 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $23K.
Graves Light Lenhart Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Russell 2000 Growth ETF position peaked at $34K in Q2 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.