HBW Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

HBW Advisory 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 Q1	–	Sell	-852	Closed	-$250K	–	251
2021 Q4	$250K	Sell	852 -13	-2%	-$3.92K	0.06%	227
2021 Q3	$254K	Buy	865 +27	+3%	+$8.11K	0.07%	210
2021 Q2	$261K	Sell	838 -52	-6%	-$15.6K	0.07%	206
2021 Q1	$268K	Buy	+890	New	+$276K	0.07%	198

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HBW Advisory Services's IWO Position: Q1 2022 in Review

HBW Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 852 shares — an estimated $250K sold.

HBW Advisory Services first reported a position in IWO in Q1 2021 and held it in 4 quarters. The position peaked at $268K in Q1 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

HBW Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
HBW Advisory Services sold 852 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $250K.
HBW Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 4 quarters.
HBW Advisory Services's iShares Russell 2000 Growth ETF position peaked at $268K in Q1 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on HBW Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.