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Martel Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Martel Wealth Advisors’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
Q4 		– Sell
-1,680
Closed -$347K – 53
2022
Q3 		$347K Sell
1,680
-184
-10% -$41.4K 0.1% 37
2022
Q2 		$385K Sell
1,864
-55
-3% -$12.3K 0.11% 38
2022
Q1 		$491K Buy
1,919
+120
+7% +$30.7K 0.12% 34
2021
Q4 		$527K Buy
1,799
+48
+3% +$14.5K 0.12% 34
2021
Q3 		$514K Sell
1,751
-10
-0.6% -$3K 0.13% 34
2021
Q2 		$549K Sell
1,761
-12
-0.7% -$3.61K 0.14% 33
2021
Q1 		$533K Sell
1,773
-83
-4% -$25.8K 0.15% 33
2020
Q4 		$532K Buy
1,856
+25
+1% +$6.37K 0.15% 33
2020
Q3 		$406K Sell
1,831
-13
-0.7% -$2.85K 0.13% 32
2020
Q2 		$381K Sell
1,844
-389
-17% -$72.7K 0.13% 32
2020
Q1 		$353K Buy
2,233
+169
+8% +$33.6K 0.14% 31
2019
Q4 		$442K Buy
2,064
+5
+0.2% +$1.01K 0.15% 31
2019
Q3 		$397K Sell
2,059
-89
-4% -$17.6K 0.14% 30
2019
Q2 		$431K Sell
2,148
-52
-2% -$10.3K 0.16% 30
2019
Q1 		$433K Buy
2,200
+10
+0.5% +$1.9K 0.16% 30
2018
Q4 		$368K Buy
2,190
+550
+34% +$103K 0.15% 32
2018
Q3 		$353K Buy
+1,640
New +$350K 0.13% 30

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Martel Wealth Advisors's IWO Position: Q4 2022 in Review

Martel Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 1,680 shares — an estimated $347K sold.

Martel Wealth Advisors first reported a position in IWO in Q3 2018 and held it in 17 quarters. The position peaked at $549K in Q2 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Martel Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Martel Wealth Advisors sold 1,680 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $347K.
  • Martel Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 17 quarters.
  • Martel Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $549K in Q2 2021.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Martel Wealth Advisors's 13F filing for Q4 2022, filed 9 Oct 2024.