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

McMillion 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
2023 Q2	$17K	Buy	+70	New	+$16.1K	0.02%	135
2022 Q4	–	Sell	-70	Closed	-$14K	–	134
2022 Q3	$14K	Hold	70	–	–	0.01%	143
2022 Q2	$14K	Buy	+70	New	+$15.6K	0.01%	157
2021 Q1	–	Sell	-70	Closed	-$20K	–	185
2020 Q4	$20K	Buy	+70	New	+$17.8K	0.01%	171
2020 Q2	–	Sell	-70	Closed	-$11K	–	174
2020 Q1	$11K	Hold	70	–	–	0.01%	168
2019 Q4	$15K	Hold	70	–	–	0.01%	172
2019 Q3	$13K	Hold	70	–	–	0.01%	173
2019 Q2	$14K	Buy	+70	New	+$13.8K	0.01%	175

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

APF

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

McMillion Capital Management's IWO Position: Q2 2023 in Review

McMillion Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2023: 70 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in IWO as recently as Q3 2022.

McMillion Capital Management first reported a position in IWO in Q2 2019 and has held it in 8 quarters since. The position peaked at $20K in Q4 2020. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

McMillion Capital Management held 70 shares of iShares Russell 2000 Growth ETF worth $17K as of Q2 2023.
iShares Russell 2000 Growth ETF was a new McMillion Capital Management position in Q2 2023.
iShares Russell 2000 Growth ETF made up 0.02% of McMillion Capital Management's portfolio in Q2 2023, its #135 holding.
McMillion Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's iShares Russell 2000 Growth ETF position peaked at $20K in Q4 2020.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.