REDW Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

REDW Wealth’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	-782	Closed	-$200K	–	123
2022 Q1	$200K	Hold	782	–	–	0.06%	120
2021 Q4	$229K	Hold	782	–	–	0.07%	109
2021 Q3	$230K	Sell	782 -20	-2%	-$6.01K	0.07%	105
2021 Q2	$250K	Buy	802 +14	+2%	+$4.21K	0.08%	96
2021 Q1	$237K	Hold	788	–	–	0.08%	97
2020 Q4	$226K	Buy	+788	New	+$201K	0.08%	86

Other funds holding IWO

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

APF

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

REDW Wealth's IWO Position: Q2 2022 in Review

REDW Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 782 shares — an estimated $200K sold.

REDW Wealth first reported a position in IWO in Q4 2020 and held it in 6 quarters. The position peaked at $250K in Q2 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

REDW Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
REDW Wealth sold 782 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $200K.
REDW Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 6 quarters.
REDW Wealth's iShares Russell 2000 Growth ETF position peaked at $250K in Q2 2021.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on REDW Wealth's 13F filing for Q2 2022, filed 29 Jul 2022.