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New Hampshire Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New Hampshire Trust’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
Q2 		– Sell
-300
Closed -$68K – 253
2023
Q1 		$68K Hold
300
– – 0.02% 233
2022
Q4 		$64.4K Buy
+300
New +$65.7K 0.02% 235

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New Hampshire Trust's IWO Position: Q2 2023 in Review

New Hampshire Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 300 shares — an estimated $68K sold.

New Hampshire Trust first reported a position in IWO in Q4 2022 and held it in 2 quarters. The position peaked at $68K in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • New Hampshire Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 300 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $68K.
  • New Hampshire Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 2 quarters.
  • New Hampshire Trust's iShares Russell 2000 Growth ETF position peaked at $68K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.