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

Liberty Wealth Management’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
Q3 		– Sell
-10
Closed -$229K – 185
2023
Q2 		$229K Buy
+10
New +$2.29K 0.06% 166
2020
Q1 		– Sell
-19
Closed -$4K – 934
2019
Q4 		$4K Hold
19
– – ﹤0.01% 696
2019
Q3 		$4K Hold
19
– – ﹤0.01% 671
2019
Q2 		$4K Buy
19
+12
+171% +$2.37K ﹤0.01% 694
2019
Q1 		$1K Hold
7
– – ﹤0.01% 681
2018
Q4 		$1K Buy
+7
New +$1.31K ﹤0.01% 714

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's IWO Position: Q3 2023 in Review

Liberty Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 10 shares — an estimated $229K sold.

Liberty Wealth Management first reported a position in IWO in Q4 2018 and held it in 6 quarters. The position peaked at $229K in Q2 2023. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • Liberty Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 10 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $229K.
  • Liberty Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's iShares Russell 2000 Growth ETF position peaked at $229K in Q2 2023.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Liberty Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.