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Narus Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Narus Financial Partners’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
-1,015
Closed -$260K – 116
2022
Q1 		$260K Buy
+1,015
New +$260K 0.15% 93
2021
Q1 		$305K Buy
+1,015
New +$315K 0.18% 66

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

Narus Financial Partners's IWO Position: Q2 2022 in Review

Narus Financial Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 1,015 shares — an estimated $260K sold.

Narus Financial Partners first reported a position in IWO in Q1 2021 and held it in 2 quarters. The position peaked at $305K in Q1 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Narus Financial Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Narus Financial Partners sold 1,015 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $260K.
  • Narus Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 2 quarters.
  • Narus Financial Partners's iShares Russell 2000 Growth ETF position peaked at $305K in Q1 2021.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Narus Financial Partners's 13F filing for Q2 2022, filed 12 Oct 2023.