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Marino Stram & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-1,323
Closed -$338K – 147
2022
Q1 		$338K Hold
1,323
– – 0.11% 119
2021
Q4 		$388K Hold
1,323
– – 0.12% 112
2021
Q3 		$388K Buy
+1,323
New +$397K 0.13% 106
2021
Q2 		– Sell
-1,323
Closed -$398K – 277
2021
Q1 		$398K Buy
+1,323
New +$411K 0.16% 96

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marino Stram & Associates's IWO Position: Q2 2022 in Review

Marino Stram & Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 1,323 shares — an estimated $338K sold.

Marino Stram & Associates first reported a position in IWO in Q1 2021 and held it in 4 quarters. The position peaked at $398K in Q1 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Marino Stram & Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Marino Stram & Associates sold 1,323 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $338K.
  • Marino Stram & Associates first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Marino Stram & Associates's iShares Russell 2000 Growth ETF position peaked at $398K in Q1 2021.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Marino Stram & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.