Norway Savings Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Norway Savings Bank’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 Q1	–	Sell	-126	Closed	-$27K	–	213
2022 Q4	$27K	Hold	126	–	–	0.01%	214
2022 Q3	$26K	Hold	126	–	–	0.01%	219
2022 Q2	$26K	Hold	126	–	–	0.01%	223
2022 Q1	$32K	Hold	126	–	–	0.01%	215
2021 Q4	$37K	Hold	126	–	–	0.02%	215
2021 Q3	$37K	Hold	126	–	–	0.02%	216
2021 Q2	$39K	Hold	126	–	–	0.02%	222
2021 Q1	$38K	Hold	126	–	–	0.02%	217
2020 Q4	$36K	Hold	126	–	–	0.02%	217
2020 Q3	$28K	Hold	126	–	–	0.02%	211
2020 Q2	$26K	Hold	126	–	–	0.02%	189
2020 Q1	$20K	Hold	126	–	–	0.02%	194
2019 Q4	$27K	Hold	126	–	–	0.02%	195
2019 Q3	$24K	Hold	126	–	–	0.02%	189
2019 Q2	$25K	Hold	126	–	–	0.02%	188
2019 Q1	$25K	Hold	126	–	–	0.02%	185
2018 Q4	$21K	Hold	126	–	–	0.02%	191
2018 Q3	$27K	Hold	126	–	–	0.02%	188
2018 Q2	$26K	Hold	126	–	–	0.02%	187
2018 Q1	$24K	Buy	+126	New	+$24.2K	0.02%	189

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

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

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

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

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Norway Savings Bank's IWO Position: Q1 2023 in Review

Norway Savings Bank sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 126 shares — an estimated $27K sold.

Norway Savings Bank first reported a position in IWO in Q1 2018 and held it in 20 quarters. The position peaked at $39K in Q2 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Norway Savings Bank reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Norway Savings Bank sold 126 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $27K.
Norway Savings Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 20 quarters.
Norway Savings Bank's iShares Russell 2000 Growth ETF position peaked at $39K in Q2 2021.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.