Radnor Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Radnor Financial 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 Q3	$1.67M	Buy	8,079 +581	+8%	+$131K	0.59%	22
2022 Q2	$1.55M	Buy	7,498 +483	+7%	+$108K	0.53%	22
2022 Q1	$1.79M	Buy	7,015 +2,190	+45%	+$561K	0.65%	22
2021 Q4	$1.41M	Sell	4,825 -753	-13%	-$227K	0.5%	25
2021 Q3	$1.64M	Buy	5,578 +35	+0.6%	+$10.5K	0.59%	23
2021 Q2	$1.73M	Buy	5,543 +34	+0.6%	+$10.2K	0.62%	19
2021 Q1	$1.65M	Buy	5,509 +638	+13%	+$198K	0.72%	19
2020 Q4	$1.4M	Sell	4,871 -116	-2%	-$29.6K	0.65%	18
2020 Q3	$1.1M	Sell	4,987 -38	-0.8%	-$8.32K	0.63%	18
2020 Q2	$1.04M	Buy	+5,025	New	+$940K	0.62%	18

Other funds holding IWO

Bank of America

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

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

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

Toronto Dominion Bank

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