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Parkside Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Parkside Investments’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
Q2 		– Sell
-40
Closed -$10K – 119
2022
Q1 		$10K Buy
+40
New +$10.2K ﹤0.01% 138
2020
Q1 		– Sell
-22,079
Closed -$4.73M – 113
2019
Q4 		$4.73M Sell
22,079
-75
-0.3% -$15.2K 1.15% 31
2019
Q3 		$4.27M Sell
22,154
-86
-0.4% -$17.1K 1.14% 30
2019
Q2 		$4.47M Sell
22,240
-575
-3% -$114K 1.16% 28
2019
Q1 		$4.49M Buy
22,815
+300
+1% +$57.1K 1.22% 27
2018
Q4 		$3.78M Buy
+22,515
New +$4.2M 1.64% 14

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parkside Investments's IWO Position: Q2 2022 in Review

Parkside Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 40 shares — an estimated $10K sold.

Parkside Investments first reported a position in IWO in Q4 2018 and held it in 6 quarters. The position peaked at $4.73M in Q4 2019. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Parkside Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Parkside Investments sold 40 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $10K.
  • Parkside Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 6 quarters.
  • Parkside Investments's iShares Russell 2000 Growth ETF position peaked at $4.73M in Q4 2019.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Parkside Investments's 13F filing for Q2 2022, filed 13 Jul 2022.