Oxinas Partners Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oxinas Partners Wealth Management’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
2022 Q1	–	Sell	-3,629	Closed	-$1.06M	–	133
2021 Q4	$1.06M	Buy	3,629 +1,040	+40%	+$313K	0.61%	47
2021 Q3	$760K	Buy	2,589 +944	+57%	+$284K	0.44%	60
2021 Q2	$513K	Buy	1,645 +283	+21%	+$85.1K	0.29%	84
2021 Q1	$410K	Buy	1,362 +330	+32%	+$102K	0.26%	93
2020 Q4	$296K	Buy	+1,032	New	+$263K	0.22%	90

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Oxinas Partners Wealth Management's IWO Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 3,629 shares — an estimated $1.06M sold.

Oxinas Partners Wealth Management first reported a position in IWO in Q4 2020 and held it in 5 quarters. The position peaked at $1.06M in Q4 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Oxinas Partners Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Oxinas Partners Wealth Management sold 3,629 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $1.06M.
Oxinas Partners Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 5 quarters.
Oxinas Partners Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.06M in Q4 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.