LVM Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LVM Capital 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
2022 Q1	–	Sell	-700	Closed	-$205K	–	139
2021 Q4	$205K	Hold	700	–	–	0.03%	125
2021 Q3	$206K	Hold	700	–	–	0.03%	123
2021 Q2	$218K	Hold	700	–	–	0.03%	122
2021 Q1	$211K	Hold	700	–	–	0.03%	120
2020 Q4	$201K	Buy	+700	New	+$178K	0.03%	119
2020 Q1	–	Sell	-1,000	Closed	-$214K	–	110
2019 Q4	$214K	Buy	+1,000	New	+$203K	0.04%	107

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

LVM Capital Management's IWO Position: Q1 2022 in Review

LVM Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 700 shares — an estimated $205K sold.

LVM Capital Management first reported a position in IWO in Q4 2019 and held it in 6 quarters. The position peaked at $218K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

LVM Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
LVM Capital Management sold 700 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $205K.
LVM Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 6 quarters.
LVM Capital Management's iShares Russell 2000 Growth ETF position peaked at $218K in Q2 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on LVM Capital Management's 13F filing for Q1 2022, filed 13 Apr 2022.