Sargent Bickham Lagudis’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sargent Bickham Lagudis’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 Q4	$2.15K	Hold	10	–	–	﹤0.01%	910
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	887
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	928
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	854
2021 Q4	$3K	Buy	10 +4	+67%	+$1.21K	﹤0.01%	859
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	888
2021 Q2	$2K	Buy	+6	New	+$1.8K	﹤0.01%	866
2018 Q2	–	Sell	-11	Closed	-$2K	–	774
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	727
2017 Q4	$2K	Hold	11	–	–	﹤0.01%	752
2017 Q3	$2K	Sell	11 -11	-50%	-$1.87K	﹤0.01%	766
2017 Q2	$4K	Hold	22	–	–	﹤0.01%	672
2017 Q1	$4K	Hold	22	–	–	﹤0.01%	670
2016 Q4	$3K	Buy	+22	New	+$3.28K	﹤0.01%	655
2016 Q2	–	Sell	-284	Closed	-$38K	–	741
2016 Q1	$38K	Buy	+284	New	+$35.4K	0.01%	401

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

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Sargent Bickham Lagudis's IWO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2022 at 10 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Sargent Bickham Lagudis first reported a position in IWO in Q1 2016 and has held it in 14 quarters since. The position peaked at $38K in Q1 2016. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Sargent Bickham Lagudis held 10 shares of iShares Russell 2000 Growth ETF worth $2.15K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2022.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #910 holding.
Sargent Bickham Lagudis first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 14 quarters since.
Sargent Bickham Lagudis's iShares Russell 2000 Growth ETF position peaked at $38K in Q1 2016.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.