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

Ropes Wealth 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
2023
Q2 		– Sell
-1,779
Closed -$404K – 278
2023
Q1 		$404K Sell
1,779
-93
-5% -$21.3K 0.07% 189
2022
Q4 		$402K Buy
1,872
+118
+7% +$25.9K 0.07% 186
2022
Q3 		$362K Buy
1,754
+20
+1% +$4.5K 0.08% 177
2022
Q2 		$358K Hold
1,734
– – 0.07% 192
2022
Q1 		$443K Sell
1,734
-4
-0.2% -$1.02K 0.08% 206
2021
Q4 		$509K Hold
1,738
– – 0.09% 165
2021
Q3 		$510K Hold
1,738
– – 0.08% 176
2021
Q2 		$542K Buy
+1,738
New +$523K 0.09% 168
2021
Q1 		– Sell
-50
Closed -$14K – 508
2020
Q4 		$14K Hold
50
– – ﹤0.01% 513
2020
Q3 		$11K Hold
50
– – ﹤0.01% 504
2020
Q2 		$10K Sell
50
-636
-93% -$119K ﹤0.01% 445
2020
Q1 		$109K Hold
686
– – 0.03% 219
2019
Q4 		$147K Hold
686
– – 0.03% 237
2019
Q3 		$132K Buy
686
+636
+1,272% +$126K 0.03% 256
2019
Q2 		$10K Hold
50
– – ﹤0.01% 483
2019
Q1 		$10K Hold
50
– – ﹤0.01% 451
2018
Q4 		$8K Hold
50
– – ﹤0.01% 440
2018
Q3 		$11K Hold
50
– – ﹤0.01% 454
2018
Q2 		$10K Hold
50
– – ﹤0.01% 472
2018
Q1 		$10K Hold
50
– – ﹤0.01% 458
2017
Q4 		$9K Buy
+50
New +$9.13K ﹤0.01% 544

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Ropes Wealth Advisors's IWO Position: Q2 2023 in Review

Ropes Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 1,779 shares — an estimated $404K sold.

Ropes Wealth Advisors first reported a position in IWO in Q4 2017 and held it in 21 quarters. The position peaked at $542K in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Ropes Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,779 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $404K.
  • Ropes Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 21 quarters.
  • Ropes Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $542K in Q2 2021.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Ropes Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.