Leelyn Smith’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Leelyn Smith’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	-10	Closed	-$2K	–	483
2022 Q3	$2K	Buy	+10	New	+$2.25K	﹤0.01%	429
2022 Q2	–	Sell	-27	Closed	-$7K	–	404
2022 Q1	$7K	Hold	27	–	–	﹤0.01%	304
2021 Q4	$8K	Hold	27	–	–	﹤0.01%	303
2021 Q3	$8K	Hold	27	–	–	﹤0.01%	295
2021 Q2	$8K	Hold	27	–	–	﹤0.01%	294
2021 Q1	$8K	Hold	27	–	–	﹤0.01%	308
2020 Q4	$8K	Buy	+27	New	+$6.88K	﹤0.01%	291
2020 Q2	–	Sell	-70	Closed	-$11K	–	414
2020 Q1	$11K	Hold	70	–	–	0.01%	235
2019 Q4	$15	Buy	+70	New	+$14.2K	0.01%	242

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 $1.57B AUM 15.23% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CCWM

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

Leelyn Smith's IWO Position: Q4 2022 in Review

Leelyn Smith sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 10 shares — an estimated $2K sold.

Leelyn Smith first reported a position in IWO in Q4 2019 and held it in 9 quarters. The position peaked at $11K in Q1 2020. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Leelyn Smith reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Leelyn Smith sold 10 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $2K.
Leelyn Smith first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 9 quarters.
Leelyn Smith's iShares Russell 2000 Growth ETF position peaked at $11K in Q1 2020.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.