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Heritage Wealth Management (Arizona)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Heritage Wealth Management (Arizona)’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 		$11.6K Buy
54
+27
+100% +$5.92K ﹤0.01% 752
2022
Q3 		$6K Sell
27
-6
-18% -$1.35K ﹤0.01% 733
2022
Q2 		$6.81K Hold
33
– – ﹤0.01% 726
2022
Q1 		$8K Buy
+33
New +$8.45K ﹤0.01% 737
2021
Q3 		$14K Hold
46
– – 0.01% 606
2021
Q2 		$14K Sell
46
-2
-4% -$602 0.01% 609
2021
Q1 		$14K Buy
+48
New +$14.9K 0.01% 536

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

Heritage Wealth Management (Arizona)'s IWO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Russell 2000 Growth ETF (IWO) stake by 100% in Q4 2022, buying an estimated $5.92K and bringing the position to 54 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Heritage Wealth Management (Arizona) first reported a position in IWO in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q3 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 54 shares of iShares Russell 2000 Growth ETF worth $11.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 27 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $5.92K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #752 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Russell 2000 Growth ETF position peaked at $14K in Q3 2021.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.