Personal Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Personal Capital 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
2022 Q4	$201K	Buy	+938	New	+$206K	﹤0.01%	468
2022 Q2	–	Sell	-1,329	Closed	-$340K	–	461
2022 Q1	$340K	Sell	1,329 -683	-34%	-$175K	﹤0.01%	363
2021 Q4	$564K	Buy	2,012 +729	+57%	+$220K	﹤0.01%	317
2021 Q3	$377K	Buy	1,283 +50	+4%	+$15K	﹤0.01%	356
2021 Q2	$384K	Buy	1,233 +275	+29%	+$82.7K	﹤0.01%	352
2021 Q1	$288K	Buy	958 +261	+37%	+$81K	﹤0.01%	397
2020 Q4	$200K	Sell	697 -415	-37%	-$106K	﹤0.01%	442
2020 Q3	$246K	Buy	+1,112	New	+$243K	﹤0.01%	368
2020 Q1	–	Sell	-1,117	Closed	-$239K	–	375
2019 Q4	$239K	Hold	1,117	–	–	﹤0.01%	367
2019 Q3	$215K	Buy	1,117 +66	+6%	+$13.1K	﹤0.01%	340
2019 Q2	$211K	Sell	1,051 -64	-6%	-$12.7K	﹤0.01%	310
2019 Q1	$219K	Buy	+1,115	New	+$212K	﹤0.01%	308

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Personal Capital Advisors's IWO Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2022: 938 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in IWO as recently as Q1 2022.

Personal Capital Advisors first reported a position in IWO in Q1 2019 and has held it in 12 quarters since. The position peaked at $564K in Q4 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Personal Capital Advisors held 938 shares of iShares Russell 2000 Growth ETF worth $201K as of Q4 2022.
iShares Russell 2000 Growth ETF was a new Personal Capital Advisors position in Q4 2022.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #468 holding.
Personal Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 12 quarters since.
Personal Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $564K in Q4 2021.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.