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Patriot Financial Group Insurance Agency’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Patriot Financial Group Insurance Agency’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
2023
Q4 		– Sell
-1,116
Closed -$250K – 486
2023
Q3 		$250K Buy
1,116
+5
+0.5% +$1.2K 0.05% 369
2023
Q2 		$269K Sell
1,111
-87
-7% -$19.9K 0.05% 361
2023
Q1 		$272K Sell
1,198
-87
-7% -$19.9K 0.06% 359
2022
Q4 		$276K Buy
1,285
+18
+1% +$3.94K 0.04% 333
2022
Q3 		$262K Sell
1,267
-58
-4% -$13.1K 0.06% 324
2022
Q2 		$273K Sell
1,325
-38
-3% -$8.47K 0.06% 319
2022
Q1 		$348K Buy
1,363
+100
+8% +$25.6K 0.06% 304
2021
Q4 		$370K Buy
1,263
+17
+1% +$5.12K 0.06% 298
2021
Q3 		$366K Sell
1,246
-31
-2% -$9.31K 0.06% 297
2021
Q2 		$398K Buy
1,277
+73
+6% +$22K 0.07% 274
2021
Q1 		$362K Buy
1,204
+101
+9% +$31.3K 0.08% 252
2020
Q4 		$316K Buy
1,103
+2
+0.2% +$510 0.08% 255
2020
Q3 		$244K Buy
1,101
+1
+0.1% +$219 0.08% 232
2020
Q2 		$227K Buy
1,100
+48
+5% +$8.98K 0.09% 215
2020
Q1 		$166K Sell
1,052
-63
-6% -$12.5K 0.08% 242
2019
Q4 		$239K Buy
1,115
+58
+5% +$11.8K 0.09% 195
2019
Q3 		$204K Hold
1,057
– – 0.09% 202
2019
Q2 		$213K Hold
1,057
– – 0.09% 186
2019
Q1 		$208K Hold
1,057
– – 0.11% 162
2018
Q4 		$178K Hold
1,057
– – 0.12% 138
2018
Q3 		$227K Sell
1,057
-1,009
-49% -$215K 0.14% 104
2018
Q2 		$422K Sell
2,066
-23
-1% -$4.6K 0.45% 42
2018
Q1 		$388K Buy
2,089
+4
+0.2% +$768 0.29% 74
2017
Q4 		$396K Buy
2,085
+2,062
+8,965% +$376K 0.3% 69
2017
Q3 		$4K Hold
23
– – ﹤0.01% 737
2017
Q2 		$4K Hold
23
– – ﹤0.01% 719
2017
Q1 		$4K Sell
23
-5
-18% -$794 ﹤0.01% 669
2016
Q4 		$4K Buy
+28
New +$4.18K 0.01% 602

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWO Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 1,116 shares — an estimated $250K sold.

Patriot Financial Group Insurance Agency first reported a position in IWO in Q4 2016 and held it in 28 quarters. The position peaked at $422K in Q2 2018. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,116 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $250K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's iShares Russell 2000 Growth ETF position peaked at $422K in Q2 2018.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.