Oliver Lagore Vanvalin Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oliver Lagore Vanvalin Investment 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	-55	Closed	-$13.3K	–	875
2023 Q2	$13.3K	Hold	55	–	–	﹤0.01%	421
2023 Q1	$12.5K	Hold	55	–	–	0.01%	357
2022 Q4	$11.8K	Hold	55	–	–	0.01%	341
2022 Q3	$11K	Sell	55 -14	-20%	-$3.15K	0.01%	328
2022 Q2	$14K	Hold	69	–	–	0.01%	301
2022 Q1	$18K	Buy	+69	New	+$17.7K	0.01%	265

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's IWO Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 55 shares — an estimated $13.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IWO in Q1 2022 and held it in 6 quarters. The position peaked at $18K in Q1 2022. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 55 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $13.3K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Russell 2000 Growth ETF position peaked at $18K in Q1 2022.
833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.