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

Lyell 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
2021
Q4 		– Sell
-950
Closed -$279K – 190
2021
Q3 		$279K Hold
950
– – 0.03% 161
2021
Q2 		$296K Sell
950
-840
-47% -$253K 0.04% 164
2021
Q1 		$538K Buy
1,790
+1,050
+142% +$326K 0.08% 127
2020
Q4 		$212K Buy
+740
New +$189K 0.03% 154

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

Lyell Wealth Management's IWO Position: Q4 2021 in Review

Lyell Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 950 shares — an estimated $279K sold.

Lyell Wealth Management first reported a position in IWO in Q4 2020 and held it in 4 quarters. The position peaked at $538K in Q1 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • Lyell Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Lyell Wealth Management sold 950 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $279K.
  • Lyell Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 4 quarters.
  • Lyell Wealth Management's iShares Russell 2000 Growth ETF position peaked at $538K in Q1 2021.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Lyell Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.