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

Monterey Private 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
Q2 		– Sell
-4,106
Closed -$1.06M – 116
2022
Q1 		$1.06M Buy
+4,106
New +$1.05M 0.51% 33

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monterey Private Wealth's IWO Position: Q2 2022 in Review

Monterey Private Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 4,106 shares — an estimated $1.06M sold.

Monterey Private Wealth first reported a position in IWO in Q1 2022 and held it in 1 quarter. The position peaked at $1.06M in Q1 2022. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Monterey Private Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 4,106 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $1.06M.
  • Monterey Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Monterey Private Wealth's iShares Russell 2000 Growth ETF position peaked at $1.06M in Q1 2022.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.