People's United Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

People's United Financial’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	$12.1M	Sell	47,119 -25,846	-35%	-$6.62M	0.34%	78
2021 Q4	$21.4M	Sell	72,965 -21,110	-22%	-$6.36M	0.51%	54
2021 Q3	$27.6M	Buy	94,075 +23,924	+34%	+$7.19M	0.62%	42
2021 Q2	$21.9M	Buy	70,151 +37,845	+117%	+$11.4M	0.49%	57
2021 Q1	$9.72M	Sell	32,306 -1,842	-5%	-$572K	0.23%	101
2020 Q4	$9.79M	Buy	34,148 +2,005	+6%	+$511K	0.24%	97
2020 Q3	$7.12M	Buy	32,143 +1,160	+4%	+$254K	0.2%	112
2020 Q2	$6.41M	Buy	30,983 +2,532	+9%	+$474K	0.19%	111
2020 Q1	$4.5M	Buy	28,451 +3,111	+12%	+$618K	0.16%	123
2019 Q4	$5.43M	Sell	25,340 -714	-3%	-$145K	0.15%	128
2019 Q3	$5.02M	Sell	26,054 -5,212	-17%	-$1.03M	0.14%	132
2019 Q2	$6.28M	Buy	+31,266	New	+$6.18M	0.17%	120
2018 Q3	–	Sell	-168	Closed	-$13.9M	–	787
2018 Q2	$13.9M	Buy	+168	New	+$33.6K	0.36%	78
2017 Q3	–	Sell	-550	Closed	-$93K	–	724
2017 Q2	$93K	Hold	550	–	–	﹤0.01%	681
2017 Q1	$89K	Sell	550 -75	-12%	-$11.9K	﹤0.01%	670
2016 Q4	$96K	Hold	625	–	–	﹤0.01%	633
2016 Q3	$93K	Hold	625	–	–	﹤0.01%	489
2016 Q2	$86K	Hold	625	–	–	﹤0.01%	494
2016 Q1	$83K	Hold	625	–	–	﹤0.01%	505
2015 Q4	$87K	Hold	625	–	–	﹤0.01%	510
2015 Q3	$84K	Hold	625	–	–	﹤0.01%	503
2015 Q2	$97K	Hold	625	–	–	0.01%	499
2015 Q1	$95K	Hold	625	–	–	﹤0.01%	489
2014 Q4	$89K	Hold	625	–	–	﹤0.01%	495
2014 Q3	$81K	Sell	625 -400	-39%	-$53.6K	﹤0.01%	506
2014 Q2	$142K	Hold	1,025	–	–	0.01%	466
2014 Q1	$139K	Hold	1,025	–	–	0.01%	431
2013 Q4	$139K	Hold	1,025	–	–	0.01%	431
2013 Q3	$129K	Hold	1,025	–	–	0.01%	430
2013 Q2	$114K	Buy	+1,025	New	+$112K	0.01%	416

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

People's United Financial's IWO Position: Q1 2022 in Review

People's United Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 35% in Q1 2022, selling an estimated $6.62M and leaving 47,119 shares worth $12.1M. The position accounts for 0.34% of the portfolio, ranked #78.

People's United Financial first reported a position in IWO in Q2 2013 and has held it in 30 quarters since. The position peaked at $27.6M in Q3 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

People's United Financial held 47,119 shares of iShares Russell 2000 Growth ETF worth $12.1M as of Q1 2022.
People's United Financial sold 25,846 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $6.62M.
iShares Russell 2000 Growth ETF made up 0.34% of People's United Financial's portfolio in Q1 2022, its #78 holding.
People's United Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 30 quarters since.
People's United Financial's iShares Russell 2000 Growth ETF position peaked at $27.6M in Q3 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.