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Level Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-77
Closed -$23K – 254
2021
Q4 		$23K Buy
+77
New +$23.2K 0.02% 127

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Level Financial Advisors's IWO Position: Q1 2022 in Review

Level Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 77 shares — an estimated $23K sold.

Level Financial Advisors first reported a position in IWO in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Level Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 77 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $23K.
  • Level Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $23K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.