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Heritage Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Heritage Financial 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
Q3 		– Sell
-690
Closed -$142K – 273
2022
Q2 		$142K Buy
+690
New +$154K 0.08% 91
2022
Q1 		– Sell
-715
Closed -$209K – 83
2021
Q4 		$209K Buy
+715
New +$215K 0.16% 80

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Heritage Financial Services's IWO Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 690 shares — an estimated $142K sold.

Heritage Financial Services first reported a position in IWO in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 690 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $142K.
  • Heritage Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Heritage Financial Services's iShares Russell 2000 Growth ETF position peaked at $209K in Q4 2021.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.