Legacy Wealth Planning’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Legacy Wealth Planning’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
2021 Q4	–	Sell	-693	Closed	-$203K	–	101
2021 Q3	$203K	Sell	693 -84	-11%	-$25.2K	0.23%	94
2021 Q2	$242K	Sell	777 -9	-1%	-$2.71K	0.28%	83
2021 Q1	$236K	Sell	786 -84	-10%	-$26.1K	0.3%	77
2020 Q4	$249K	Buy	+870	New	+$222K	0.32%	66
2020 Q3	–	Sell	-989	Closed	-$205K	–	83
2020 Q2	$205K	Buy	+989	New	+$185K	0.24%	73
2020 Q1	–	Sell	-1,132	Closed	-$242K	–	82
2019 Q4	$242K	Buy	+1,132	New	+$230K	0.27%	63

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Legacy Wealth Planning's IWO Position: Q4 2021 in Review

Legacy Wealth Planning sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 693 shares — an estimated $203K sold.

Legacy Wealth Planning first reported a position in IWO in Q4 2019 and held it in 6 quarters. The position peaked at $249K in Q4 2020. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

Legacy Wealth Planning reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Legacy Wealth Planning sold 693 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $203K.
Legacy Wealth Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 6 quarters.
Legacy Wealth Planning's iShares Russell 2000 Growth ETF position peaked at $249K in Q4 2020.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Legacy Wealth Planning's 13F filing for Q4 2021, filed 14 Feb 2022.