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

MinichMacGregor Wealth 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 Q1	–	Sell	-94	Closed	-$20.2K	–	358
2022 Q4	$20.2K	Buy	+94	New	+$20.6K	0.01%	316
2021 Q3	–	Sell	-35,501	Closed	-$11.1M	–	83
2021 Q2	$11.1M	Buy	35,501 +1,581	+5%	+$476K	3.88%	7
2021 Q1	$10.2M	Sell	33,920 -2,003	-6%	-$622K	3.81%	8
2020 Q4	$10.3M	Buy	35,923 +5,048	+16%	+$1.29M	4.2%	4
2020 Q3	$6.84M	Buy	30,875 +11,360	+58%	+$2.49M	3.23%	13
2020 Q2	$4.04M	Buy	+19,515	New	+$3.65M	2.23%	13

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CCWM

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

MinichMacGregor Wealth Management's IWO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 94 shares — an estimated $20.2K sold.

MinichMacGregor Wealth Management first reported a position in IWO in Q2 2020 and held it in 6 quarters. The position peaked at $11.1M in Q2 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 94 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $20.2K.
MinichMacGregor Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and held it in 6 quarters.
MinichMacGregor Wealth Management's iShares Russell 2000 Growth ETF position peaked at $11.1M in Q2 2021.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.