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Levy Wealth Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Levy Wealth Management Group’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
-10,887
Closed -$3.19M – 80
2021
Q4 		$3.19M Buy
+10,887
New +$3.28M 1.45% 12

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Levy Wealth Management Group's IWO Position: Q1 2022 in Review

Levy Wealth Management Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 10,887 shares — an estimated $3.19M sold.

Levy Wealth Management Group first reported a position in IWO in Q4 2021 and held it in 1 quarter. The position peaked at $3.19M in Q4 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Levy Wealth Management Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Levy Wealth Management Group sold 10,887 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $3.19M.
  • Levy Wealth Management Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Levy Wealth Management Group's iShares Russell 2000 Growth ETF position peaked at $3.19M in Q4 2021.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Levy Wealth Management Group's 13F filing for Q1 2022, filed 5 May 2022.