Kabouter Management
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Kabouter Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kabouter Management’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
-102,338
Closed -$22M – 13
2022
Q4 		$22M Buy
+102,338
New +$22.4M 7.68% 3

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
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kabouter Management's IWO Position: Q1 2023 in Review

Kabouter Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 102,338 shares — an estimated $22M sold.

Kabouter Management first reported a position in IWO in Q4 2022 and held it in 1 quarter. The position peaked at $22M in Q4 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Kabouter Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Kabouter Management sold 102,338 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $22M.
  • Kabouter Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Kabouter Management's iShares Russell 2000 Growth ETF position peaked at $22M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Kabouter Management's 13F filing for Q1 2023, filed 2 May 2023.