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

IFG Advisory’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
2023
Q1 		– Sell
-973
Closed -$208K – 518
2022
Q4 		$208K Buy
+973
New +$213K 0.02% 459
2022
Q1 		– Sell
-738
Closed -$216K – 514
2021
Q4 		$216K Sell
738
-100
-12% -$30.1K 0.02% 464
2021
Q3 		$246K Hold
838
– – 0.03% 429
2021
Q2 		$261K Sell
838
-104
-11% -$31.3K 0.03% 414
2021
Q1 		$283K Sell
942
-323
-26% -$100K 0.04% 406
2020
Q4 		$362K Buy
1,265
+18
+1% +$4.59K 0.05% 323
2020
Q3 		$276K Sell
1,247
-45
-3% -$9.85K 0.04% 337
2020
Q2 		$267K Hold
1,292
– – 0.05% 325
2020
Q1 		$204K Buy
1,292
+142
+12% +$28.2K 0.05% 336
2019
Q4 		$246K Sell
1,150
-33
-3% -$6.7K 0.04% 353
2019
Q3 		$227K Buy
+1,183
New +$235K 0.04% 363

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

IFG Advisory's IWO Position: Q1 2023 in Review

IFG Advisory sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 973 shares — an estimated $208K sold.

IFG Advisory first reported a position in IWO in Q3 2019 and held it in 11 quarters. The position peaked at $362K in Q4 2020. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • IFG Advisory reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • IFG Advisory sold 973 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $208K.
  • IFG Advisory first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 11 quarters.
  • IFG Advisory's iShares Russell 2000 Growth ETF position peaked at $362K in Q4 2020.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on IFG Advisory's 13F filing for Q1 2023, filed 26 Apr 2023.