Private Capital Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Private Capital Group’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	-50	Closed	-$13K	–	1998
2022 Q1	$13K	Hold	50	–	–	﹤0.01%	1182
2021 Q4	$15K	Hold	50	–	–	﹤0.01%	1152
2021 Q3	$15K	Hold	50	–	–	﹤0.01%	1193
2021 Q2	$16K	Hold	50	–	–	﹤0.01%	1179
2021 Q1	$15K	Hold	50	–	–	﹤0.01%	1173
2020 Q4	$14K	Hold	50	–	–	﹤0.01%	1312
2020 Q3	$11K	Hold	50	–	–	﹤0.01%	1297
2020 Q2	$10K	Hold	50	–	–	﹤0.01%	1346
2020 Q1	$8K	Hold	50	–	–	﹤0.01%	1347
2019 Q4	$10K	Sell	50 -745	-94%	-$151K	﹤0.01%	1330
2019 Q3	$153K	Buy	795 +27	+4%	+$5.35K	0.03%	354
2019 Q2	$157K	Sell	768 -27	-3%	-$5.34K	0.04%	268
2019 Q1	$156K	Sell	795 -371	-32%	-$70.6K	0.03%	334
2018 Q4	$196K	Buy	1,166 +506	+77%	+$94.4K	0.04%	236
2018 Q3	$142K	Sell	660 -108	-14%	-$23K	0.03%	328
2018 Q2	$156K	Sell	768 -150	-16%	-$30K	0.03%	298
2018 Q1	$175K	Buy	918 +150	+20%	+$28.8K	0.04%	267
2017 Q4	$143	Buy	+768	New	+$140K	0.03%	303

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 $2.25B AUM 23.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Private Capital Group's IWO Position: Q2 2022 in Review

Private Capital Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 50 shares — an estimated $13K sold.

Private Capital Group first reported a position in IWO in Q4 2017 and held it in 18 quarters. The position peaked at $196K in Q4 2018. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Private Capital Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 50 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $13K.
Private Capital Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares Russell 2000 Growth ETF position peaked at $196K in Q4 2018.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.