Kistler-Tiffany Companies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kistler-Tiffany Companies’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 Q2	$1.04M	Hold	4,282	–	–	0.17%	118
2023 Q1	$971K	Buy	4,282 +287	+7%	+$65.6K	0.18%	97
2022 Q4	$857K	Sell	3,995 -98	-2%	-$21.5K	0.18%	99
2022 Q3	$846K	Hold	4,093	–	–	0.19%	91
2022 Q2	$844K	Buy	4,093 +227	+6%	+$50.6K	0.18%	93
2022 Q1	$989K	Hold	3,866	–	–	0.19%	92
2021 Q4	$1.13M	Buy	3,866 +162	+4%	+$48.8K	0.22%	67
2021 Q3	$1.09M	Hold	3,704	–	–	0.25%	66
2021 Q2	$1.15M	Buy	3,704 +95	+3%	+$28.6K	0.27%	65
2021 Q1	$1.08M	Buy	3,609 +67	+2%	+$20.8K	0.28%	65
2020 Q4	$1.01M	Buy	3,542 +36	+1%	+$9.18K	0.29%	60
2020 Q3	$777K	Sell	3,506 -2	-0.1%	-$438	0.25%	67
2020 Q2	$726K	Buy	3,508 +962	+38%	+$180K	0.26%	64
2020 Q1	$545K	Hold	2,546	–	–	0.19%	74
2019 Q4	$545K	Hold	2,546	–	–	0.19%	76
2019 Q3	$491K	Hold	2,546	–	–	0.19%	75
2019 Q2	$511K	Buy	2,546 +718	+39%	+$142K	0.19%	73
2019 Q1	$359K	Hold	1,828	–	–	0.15%	92
2018 Q4	$307K	Hold	1,828	–	–	0.14%	92
2018 Q3	$393K	Sell	1,828 -47	-3%	-$10K	0.16%	87
2018 Q2	$383K	Sell	1,875 -794	-30%	-$159K	0.17%	88
2018 Q1	$509K	Hold	2,669	–	–	0.21%	83
2017 Q4	$498K	Hold	2,669	–	–	0.2%	90
2017 Q3	$478K	Sell	2,669 -41	-2%	-$6.96K	0.2%	82
2017 Q2	$457K	Hold	2,710	–	–	0.21%	80
2017 Q1	$438K	Buy	2,710 +308	+13%	+$48.9K	0.21%	79
2016 Q4	$370K	Hold	2,402	–	–	0.18%	82
2016 Q3	$358K	Hold	2,402	–	–	0.18%	85
2016 Q2	$330K	Hold	2,402	–	–	0.17%	85
2016 Q1	$319K	Buy	2,402 +427	+22%	+$53.3K	0.18%	86
2015 Q4	$275K	Buy	1,975 +1,045	+112%	+$148K	0.15%	96
2015 Q3	$125K	Hold	930	–	–	0.07%	164
2015 Q2	$144K	Hold	930	–	–	0.09%	153
2015 Q1	$141K	Hold	930	–	–	0.09%	137
2014 Q4	$132K	Sell	930 -54	-5%	-$7.31K	0.09%	142
2014 Q3	$128K	Buy	984 +54	+6%	+$7.24K	0.09%	149
2014 Q2	$129K	Hold	930	–	–	0.09%	139
2014 Q1	$127K	Hold	930	–	–	0.09%	134
2013 Q4	$126K	Sell	930 -70	-7%	-$9.07K	0.09%	138
2013 Q3	$126K	Hold	1,000	–	–	0.1%	133
2013 Q2	$112K	Buy	+1,000	New	+$109K	0.1%	134

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Kistler-Tiffany Companies's IWO Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2023 at 4,282 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #118.

Kistler-Tiffany Companies first reported a position in IWO in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.15M in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Kistler-Tiffany Companies held 4,282 shares of iShares Russell 2000 Growth ETF worth $1.04M as of Q2 2023.
Kistler-Tiffany Companies left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 2000 Growth ETF made up 0.17% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #118 holding.
Kistler-Tiffany Companies first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 41 quarters since.
Kistler-Tiffany Companies's iShares Russell 2000 Growth ETF position peaked at $1.15M in Q2 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.