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Kenfarb & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kenfarb & Co’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
Q3 		$10.1K Hold
45
– – 0.01% 179
2023
Q2 		$10.9K Hold
45
– – 0.01% 176
2023
Q1 		$10.2K Hold
45
– – 0.01% 179
2022
Q4 		$9.65K Hold
45
– – 0.01% 182
2022
Q3 		$9K Buy
+45
New +$10.1K 0.01% 183

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kenfarb & Co's IWO Position: Q3 2023 in Review

Kenfarb & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2023 at 45 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #179.

Kenfarb & Co first reported a position in IWO in Q3 2022 and has held it in 5 quarters since. The position peaked at $10.9K in Q2 2023. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • Kenfarb & Co held 45 shares of iShares Russell 2000 Growth ETF worth $10.1K as of Q3 2023.
  • Kenfarb & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2023.
  • iShares Russell 2000 Growth ETF made up 0.01% of Kenfarb & Co's portfolio in Q3 2023, its #179 holding.
  • Kenfarb & Co first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's iShares Russell 2000 Growth ETF position peaked at $10.9K in Q2 2023.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.