Palladium Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Palladium Partners’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	-695	Closed	-$204K	–	340
2021 Q4	$204K	Hold	695	–	–	0.01%	328
2021 Q3	$204K	Hold	695	–	–	0.01%	281
2021 Q2	$217K	Sell	695 -2	-0.3%	-$602	0.01%	271
2021 Q1	$210K	Buy	+697	New	+$216K	0.01%	272

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Palladium Partners's IWO Position: Q1 2022 in Review

Palladium Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 695 shares — an estimated $204K sold.

Palladium Partners first reported a position in IWO in Q1 2021 and held it in 4 quarters. The position peaked at $217K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Palladium Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Palladium Partners sold 695 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $204K.
Palladium Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 4 quarters.
Palladium Partners's iShares Russell 2000 Growth ETF position peaked at $217K in Q2 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.