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

Milestone Wealth’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
Q3 		$4K Sell
17
-5
-23% -$1.13K ﹤0.01% 213
2022
Q2 		$5K Hold
22
– – 0.01% 202
2022
Q1 		$6K Hold
22
– – ﹤0.01% 223
2021
Q4 		$6K Buy
+22
New +$6.63K ﹤0.01% 223

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Milestone Wealth's IWO Position: Q3 2022 in Review

Milestone Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 23% in Q3 2022, selling an estimated $1.13K and leaving 17 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Milestone Wealth first reported a position in IWO in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 787 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • Milestone Wealth held 17 shares of iShares Russell 2000 Growth ETF worth $4K as of Q3 2022.
  • Milestone Wealth sold 5 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $1.13K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #213 holding.
  • Milestone Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Russell 2000 Growth ETF position peaked at $6K in Q1 2022.
  • 787 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.