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Intersect Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Intersect Capital’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
Q2 		– Sell
-4,753
Closed -$1.22M – 392
2022
Q1 		$1.22M Buy
4,753
+9
+0.2% +$2.3K 0.23% 86
2021
Q4 		$1.39M Buy
4,744
+86
+2% +$25.9K 0.26% 77
2021
Q3 		$1.37M Buy
4,658
+446
+11% +$134K 0.23% 79
2021
Q2 		$1.31M Buy
4,212
+48
+1% +$14.4K 0.23% 84
2021
Q1 		$1.25M Sell
4,164
-3,820
-48% -$1.19M 0.25% 75
2020
Q4 		$2.29M Sell
7,984
-269
-3% -$68.6K 0.5% 44
2020
Q3 		$1.83M Buy
8,253
+46
+0.6% +$10.1K 0.49% 47
2020
Q2 		$1.7M Buy
8,207
+21
+0.3% +$3.93K 0.55% 42
2020
Q1 		$1.29M Buy
8,186
+4
+0% +$794 0.51% 42
2019
Q4 		$1.75M Buy
8,182
+642
+9% +$130K 0.59% 36
2019
Q3 		$1.45M Buy
7,540
+1,385
+23% +$275K 0.54% 42
2019
Q2 		$1.24M Buy
6,155
+752
+14% +$149K 0.48% 44
2019
Q1 		$1.06M Buy
5,403
+290
+6% +$55.2K 0.45% 46
2018
Q4 		$859K Buy
5,113
+1,276
+33% +$238K 0.41% 50
2018
Q3 		$825K Buy
3,837
+312
+9% +$66.5K 0.36% 59
2018
Q2 		$720K Buy
3,525
+598
+20% +$120K 0.35% 56
2018
Q1 		$558K Buy
2,927
+4
+0.1% +$768 0.3% 65
2017
Q4 		$546K Hold
2,923
– – 0.29% 67
2017
Q3 		$523K Buy
2,923
+366
+14% +$62.2K 0.3% 67
2017
Q2 		$431K Buy
2,557
+686
+37% +$113K 0.26% 74
2017
Q1 		$302K Sell
1,871
-747
-29% -$119K 0.26% 71
2016
Q4 		$403K Buy
2,618
+9
+0.3% +$1.34K 0.3% 67
2016
Q3 		$389K Sell
2,609
-557
-18% -$81.2K 0.31% 69
2016
Q2 		$434K Sell
3,166
-7
-0.2% -$945 0.26% 73
2016
Q1 		$421K Buy
3,173
+712
+29% +$88.8K 0.26% 72
2015
Q4 		$343K Buy
2,461
+32
+1% +$4.54K 0.29% 68
2015
Q3 		$325K Buy
+2,429
New +$360K 0.3% 67
2015
Q2 		– Sell
-1,203
Closed -$177K – 234
2015
Q1 		$177K Buy
1,203
+283
+31% +$41.2K 0.14% 102
2014
Q4 		$131K Buy
+920
New +$124K 0.11% 110

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intersect Capital's IWO Position: Q2 2022 in Review

Intersect Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 4,753 shares — an estimated $1.22M sold.

Intersect Capital first reported a position in IWO in Q4 2014 and held it in 29 quarters. The position peaked at $2.29M in Q4 2020. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Intersect Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 4,753 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $1.22M.
  • Intersect Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 29 quarters.
  • Intersect Capital's iShares Russell 2000 Growth ETF position peaked at $2.29M in Q4 2020.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.