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O'Neil Global Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

O'Neil Global Advisors’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
-906
Closed -$205K – 93
2023
Q1 		$205K Sell
906
-819
-47% -$187K 0.11% 63
2022
Q4 		$370K Buy
+1,725
New +$378K 1.71% 23

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

O'Neil Global Advisors's IWO Position: Q2 2023 in Review

O'Neil Global Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 906 shares — an estimated $205K sold.

O'Neil Global Advisors first reported a position in IWO in Q4 2022 and held it in 2 quarters. The position peaked at $370K in Q4 2022. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • O'Neil Global Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 906 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $205K.
  • O'Neil Global Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 2 quarters.
  • O'Neil Global Advisors's iShares Russell 2000 Growth ETF position peaked at $370K in Q4 2022.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on O'Neil Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.