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

Minot 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
2022 Q2	$515K	Sell	2,495 -621	-20%	-$138K	0.13%	111
2022 Q1	$797K	Hold	3,116	–	–	0.17%	96
2021 Q4	$913K	Hold	3,116	–	–	0.18%	96
2021 Q3	$915K	Hold	3,116	–	–	0.2%	94
2021 Q2	$942K	Hold	3,116	–	–	0.21%	95
2021 Q1	$937K	Hold	3,116	–	–	0.24%	91
2020 Q4	$893K	Hold	3,116	–	–	0.27%	85
2020 Q3	$690K	Buy	+3,116	New	+$682K	0.26%	82

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Minot Wealth Management's IWO Position: Q2 2022 in Review

Minot Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 20% in Q2 2022, selling an estimated $138K and leaving 2,495 shares worth $515K. The position accounts for 0.13% of the portfolio, ranked #111.

Minot Wealth Management first reported a position in IWO in Q3 2020 and has held it in 8 quarters since. The position peaked at $942K in Q2 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Minot Wealth Management held 2,495 shares of iShares Russell 2000 Growth ETF worth $515K as of Q2 2022.
Minot Wealth Management sold 621 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $138K.
iShares Russell 2000 Growth ETF made up 0.13% of Minot Wealth Management's portfolio in Q2 2022, its #111 holding.
Minot Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's iShares Russell 2000 Growth ETF position peaked at $942K in Q2 2021.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.