MBM Wealth Consultants’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MBM Wealth Consultants’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	-64	Closed	-$16K	–	294
2022 Q1	$16K	Hold	64	–	–	0.01%	225
2021 Q4	$19K	Hold	64	–	–	0.01%	208
2021 Q3	$19K	Hold	64	–	–	0.01%	208
2021 Q2	$20K	Hold	64	–	–	0.01%	197
2021 Q1	$19K	Hold	64	–	–	0.01%	195
2020 Q4	$18K	Hold	64	–	–	0.01%	170
2020 Q3	$14K	Hold	64	–	–	0.01%	169
2020 Q2	$13K	Hold	64	–	–	0.01%	168
2020 Q1	$10K	Hold	64	–	–	0.01%	159
2019 Q4	$14K	Hold	64	–	–	0.01%	162
2019 Q3	$12K	Hold	64	–	–	0.01%	158
2019 Q2	$13K	Hold	64	–	–	0.01%	159
2019 Q1	$13K	Hold	64	–	–	0.01%	160
2018 Q4	$11K	Buy	+64	New	+$11.9K	0.01%	176

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MBM Wealth Consultants's IWO Position: Q2 2022 in Review

MBM Wealth Consultants sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 64 shares — an estimated $16K sold.

MBM Wealth Consultants first reported a position in IWO in Q4 2018 and held it in 14 quarters. The position peaked at $20K in Q2 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

MBM Wealth Consultants reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 64 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $16K.
MBM Wealth Consultants first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 14 quarters.
MBM Wealth Consultants's iShares Russell 2000 Growth ETF position peaked at $20K in Q2 2021.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.