Parisi Gray Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-190	Closed	-$59K	–	333
2021 Q2	$59K	Buy	+190	New	+$57.2K	0.02%	280
2019 Q2	–	Sell	-196	Closed	-$39K	–	272
2019 Q1	$39K	Hold	196	–	–	0.02%	245
2018 Q4	$33K	Hold	196	–	–	0.02%	260
2018 Q3	$42K	Hold	196	–	–	0.03%	248
2018 Q2	$41K	Hold	196	–	–	0.03%	259
2018 Q1	$37K	Hold	196	–	–	0.03%	257
2017 Q4	$37K	Buy	+196	New	+$35.8K	0.03%	258

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parisi Gray Wealth Management's IWO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2021, closing a stake of 190 shares — an estimated $59K sold.

Parisi Gray Wealth Management first reported a position in IWO in Q4 2017 and held it in 7 quarters. The position peaked at $59K in Q2 2021. 804 funds tracked by Wall St. Rank hold IWO as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 190 iShares Russell 2000 Growth ETF shares in Q3 2021, an estimated $59K.
Parisi Gray Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares Russell 2000 Growth ETF position peaked at $59K in Q2 2021.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.