Morris Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Morris Capital Advisors’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	$234K	Hold	1,131	–	–	0.22%	52
2022 Q2	$233K	Hold	1,131	–	–	0.21%	53
2022 Q1	$289K	Buy	1,131 +39	+4%	+$9.98K	0.22%	52
2021 Q4	$320K	Sell	1,092 -1,284	-54%	-$387K	0.24%	51
2021 Q3	$698K	Hold	2,376	–	–	0.55%	38
2021 Q2	$741K	Hold	2,376	–	–	0.56%	38
2021 Q1	$715K	Sell	2,376 -350	-13%	-$109K	0.58%	38
2020 Q4	$782K	Buy	+2,726	New	+$695K	0.64%	38

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

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

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Morris Capital Advisors's IWO Position: Q3 2022 in Review

Morris Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2022 at 1,131 shares worth $234K. The position accounts for 0.22% of the portfolio, ranked #52.

Morris Capital Advisors first reported a position in IWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $782K in Q4 2020. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Morris Capital Advisors held 1,131 shares of iShares Russell 2000 Growth ETF worth $234K as of Q3 2022.
Morris Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2022.
iShares Russell 2000 Growth ETF made up 0.22% of Morris Capital Advisors's portfolio in Q3 2022, its #52 holding.
Morris Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
Morris Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $782K in Q4 2020.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.