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

Karp Capital 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
2022
Q1 		– Sell
-21,336
Closed -$6.25M – 148
2021
Q4 		$6.25M Sell
21,336
-3,291
-13% -$992K 0.78% 55
2021
Q3 		$7.23M Buy
+24,627
New +$7.4M 1.02% 37
2020
Q1 		– Sell
-15,772
Closed -$3.38M – 104
2019
Q4 		$3.38M Sell
15,772
-20
-0.1% -$4.06K 0.89% 47
2019
Q3 		$3.04M Sell
15,792
-85
-0.5% -$16.9K 0.89% 46
2019
Q2 		$3.19M Sell
15,877
-14,937
-48% -$2.95M 1.01% 45
2019
Q1 		$6.06M Sell
30,814
-1,040
-3% -$198K 2.15% 10
2018
Q4 		$5.35M Sell
31,854
-1,817
-5% -$339K 2.55% 7
2018
Q3 		$7.24M Sell
33,671
-967
-3% -$206K 2.49% 4
2018
Q2 		$7.08M Buy
34,638
+2,560
+8% +$512K 2.79% 3
2018
Q1 		$6.11M Sell
32,078
-305
-0.9% -$58.6K 2.46% 7
2017
Q4 		$6.05M Buy
32,383
+1,255
+4% +$229K 2.56% 7
2017
Q3 		$5.57M Buy
31,128
+1,370
+5% +$233K 2.59% 8
2017
Q2 		$5.02M Buy
29,758
+1,778
+6% +$293K 2.48% 8
2017
Q1 		$4.52M Buy
27,980
+611
+2% +$97K 2.56% 7
2016
Q4 		$4.21M Buy
27,369
+2,088
+8% +$312K 2.78% 7
2016
Q3 		$3.76M Buy
+25,281
New +$3.68M 2.41% 12
2015
Q4 		– Sell
-27,627
Closed -$3.7M – 189
2015
Q3 		$3.7M Sell
27,627
-304
-1% -$45K 2.53% 5
2015
Q2 		$4.32M Buy
27,931
+3,235
+13% +$496K 2.91% 4
2015
Q1 		$3.74M Buy
+24,696
New +$3.6M 2.54% 6

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Karp Capital Management's IWO Position: Q1 2022 in Review

Karp Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 21,336 shares — an estimated $6.25M sold.

Karp Capital Management first reported a position in IWO in Q1 2015 and held it in 19 quarters. The position peaked at $7.24M in Q3 2018. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Karp Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Karp Capital Management sold 21,336 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $6.25M.
  • Karp Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 19 quarters.
  • Karp Capital Management's iShares Russell 2000 Growth ETF position peaked at $7.24M in Q3 2018.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.