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Paradigm Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Paradigm Financial 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
2021
Q4 		$202K Buy
+689
New +$208K 0.04% 207
2021
Q1 		– Sell
-763
Closed -$219K – 221
2020
Q4 		$219K Sell
763
-426
-36% -$109K 0.06% 147
2020
Q3 		$263K Sell
1,189
-119
-9% -$26K 0.07% 105
2020
Q2 		$271K Sell
1,308
-152
-10% -$28.4K 0.09% 102
2020
Q1 		$231K Buy
1,460
+279
+24% +$55.4K 0.09% 98
2019
Q4 		$253K Buy
1,181
+3
+0.3% +$609 0.09% 112
2019
Q3 		$227K Hold
1,178
– – 0.09% 110
2019
Q2 		$237K Sell
1,178
-81
-6% -$16K 0.09% 112
2019
Q1 		$248K Sell
1,259
-73
-5% -$13.9K 0.09% 103
2018
Q4 		$224K Buy
1,332
+3
+0.2% +$560 0.1% 109
2018
Q3 		$286K Hold
1,329
– – 0.11% 100
2018
Q2 		$271K Sell
1,329
-262
-16% -$52.4K 0.12% 95
2018
Q1 		$303K Buy
1,591
+2
+0.1% +$384 0.13% 94
2017
Q4 		$296K Buy
1,589
+2
+0.1% +$365 0.13% 85
2017
Q3 		$284K Sell
1,587
-485
-23% -$82.4K 0.14% 86
2017
Q2 		$350K Buy
2,072
+87
+4% +$14.3K 0.18% 78
2017
Q1 		$320K Buy
1,985
+30
+2% +$4.76K 0.16% 83
2016
Q4 		$300K Sell
1,955
-220
-10% -$32.8K 0.16% 82
2016
Q3 		$323K Hold
2,175
– – 0.19% 71
2016
Q2 		$298K Sell
2,175
-22
-1% -$2.97K 0.18% 70
2016
Q1 		$291K Sell
2,197
-1,610
-42% -$201K 0.11% 76
2015
Q4 		$530K Sell
3,807
-269
-7% -$38.1K 0.33% 54
2015
Q3 		$546K Buy
4,076
+1,816
+80% +$269K 0.36% 48
2015
Q2 		$349K Buy
2,260
+3
+0.1% +$460 0.26% 70
2015
Q1 		$342K Buy
2,257
+5
+0.2% +$729 0.26% 71
2014
Q4 		$320K Buy
2,252
+2
+0.1% +$271 0.26% 70
2014
Q3 		$291K Buy
2,250
+3
+0.1% +$402 0.25% 69
2014
Q2 		$311K Buy
2,247
+3
+0.1% +$394 0.27% 68
2014
Q1 		$305K Buy
2,244
+389
+21% +$53.2K 0.28% 63
2013
Q4 		$251K Buy
+1,855
New +$240K 0.25% 69

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paradigm Financial Advisors's IWO Position: Q4 2021 in Review

Paradigm Financial Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2021: 689 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: Paradigm Financial Advisors previously reported a position in IWO as recently as Q4 2020.

Paradigm Financial Advisors first reported a position in IWO in Q4 2013 and has held it in 30 quarters since. The position peaked at $546K in Q3 2015. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • Paradigm Financial Advisors held 689 shares of iShares Russell 2000 Growth ETF worth $202K as of Q4 2021.
  • iShares Russell 2000 Growth ETF was a new Paradigm Financial Advisors position in Q4 2021.
  • iShares Russell 2000 Growth ETF made up 0.04% of Paradigm Financial Advisors's portfolio in Q4 2021, its #207 holding.
  • Paradigm Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 30 quarters since.
  • Paradigm Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $546K in Q3 2015.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.