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New Legacy Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New Legacy Group’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
Q3 		– Sell
-862
Closed -$209K – 29
2023
Q2 		$209K Buy
+862
New +$198K 0.53% 27
2022
Q2 		– Sell
-862
Closed -$221K – 29
2022
Q1 		$221K Hold
862
– – 0.08% 29
2021
Q4 		$253K Buy
+862
New +$260K 0.05% 29

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New Legacy Group's IWO Position: Q3 2023 in Review

New Legacy Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 862 shares — an estimated $209K sold.

New Legacy Group first reported a position in IWO in Q4 2021 and held it in 3 quarters. The position peaked at $253K in Q4 2021. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • New Legacy Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • New Legacy Group sold 862 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $209K.
  • New Legacy Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 3 quarters.
  • New Legacy Group's iShares Russell 2000 Growth ETF position peaked at $253K in Q4 2021.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.