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 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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Radnor Financial Advisors's IWO Position: Q3 2022 in Review

Radnor Financial Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 7.7% in Q3 2022, buying an estimated $131K and bringing the position to 8,079 shares worth $1.67M. The position accounts for 0.59% of the portfolio, ranked #22.

Radnor Financial Advisors first reported a position in IWO in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.79M in Q1 2022. 787 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Radnor Financial Advisors held 8,079 shares of iShares Russell 2000 Growth ETF worth $1.67M as of Q3 2022.
Radnor Financial Advisors bought 581 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $131K.
iShares Russell 2000 Growth ETF made up 0.59% of Radnor Financial Advisors's portfolio in Q3 2022, its #22 holding.
Radnor Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 10 quarters since.
Radnor Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $1.79M in Q1 2022.
787 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.