LB
IWO icon

Leo Brokerage’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Leo Brokerage’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 		$217K Sell
895
-445
-33% -$102K 0.02% 282
2023
Q1 		$304K Buy
+1,340
New +$307K 0.05% 225
2022
Q2 		– Sell
-3,197
Closed -$818K – 218
2022
Q1 		$818K Buy
+3,197
New +$818K 0.13% 112

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Leo Brokerage's IWO Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Russell 2000 Growth ETF (IWO) stake by 33% in Q2 2023, selling an estimated $102K and leaving 895 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #282.

Leo Brokerage first reported a position in IWO in Q1 2022 and has held it in 3 quarters since. The position peaked at $818K in Q1 2022. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Leo Brokerage held 895 shares of iShares Russell 2000 Growth ETF worth $217K as of Q2 2023.
  • Leo Brokerage sold 445 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $102K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Leo Brokerage's portfolio in Q2 2023, its #282 holding.
  • Leo Brokerage first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's iShares Russell 2000 Growth ETF position peaked at $818K in Q1 2022.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.