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ICA Group Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

ICA Group Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-160
Closed -$11.3K – 1375
2022
Q4 		$11.3K Buy
+160
New +$11.5K ﹤0.01% 804

Other funds holding VTWO

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ICA Group Wealth Management's VTWO Position: Q1 2023 in Review

ICA Group Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 160 shares — an estimated $11.3K sold.

ICA Group Wealth Management first reported a position in VTWO in Q4 2022 and held it in 1 quarter. The position peaked at $11.3K in Q4 2022. 408 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

  • ICA Group Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 160 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $11.3K.
  • ICA Group Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
  • ICA Group Wealth Management's Vanguard Russell 2000 ETF position peaked at $11.3K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on ICA Group Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.