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Precept Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Precept 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
2022
Q2 		– Sell
-10,000
Closed -$2.56M – 32
2022
Q1 		$2.56M Buy
+10,000
New +$2.56M 2.69% 10

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 $6.19B AUM 16.5% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Precept Management's IWO Position: Q2 2023 in Review

Precept Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 2,000 shares — an estimated $454K sold.

Precept Management first reported a position in IWO in Q1 2023 and held it in 1 quarter. The position peaked at $454K in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Precept Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Precept Management sold 2,000 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $454K.
  • Precept Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Precept Management's iShares Russell 2000 Growth ETF position peaked at $454K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Precept Management's 13F filing for Q2 2023, filed 14 Aug 2023.