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Rather & Kittrell’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-100
Closed -$29K – 179
2021
Q4 		$29K Buy
+100
New +$30.1K 0.03% 157

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rather & Kittrell's IWO Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 100 shares — an estimated $29K sold.

Rather & Kittrell first reported a position in IWO in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 100 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $29K.
  • Rather & Kittrell first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Russell 2000 Growth ETF position peaked at $29K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.