Investors Asset Management of Georgia’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Investors Asset Management of Georgia’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	–	Sell	-800	Closed	-$165K	–	351
2022 Q3	$165K	Hold	800	–	–	0.09%	169
2022 Q2	$165K	Hold	800	–	–	0.09%	163
2022 Q1	$205K	Hold	800	–	–	0.1%	160
2021 Q4	$234K	Hold	800	–	–	0.11%	154
2021 Q3	$235K	Hold	800	–	–	0.12%	149
2021 Q2	$249K	Hold	800	–	–	0.13%	144
2021 Q1	$241K	Hold	800	–	–	0.14%	139
2020 Q4	$229K	Buy	+800	New	+$204K	0.15%	127

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Investors Asset Management of Georgia's IWO Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 800 shares — an estimated $165K sold.

Investors Asset Management of Georgia first reported a position in IWO in Q4 2020 and held it in 8 quarters. The position peaked at $249K in Q2 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Investors Asset Management of Georgia reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 800 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $165K.
Investors Asset Management of Georgia first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 8 quarters.
Investors Asset Management of Georgia's iShares Russell 2000 Growth ETF position peaked at $249K in Q2 2021.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.