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SBK Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SBK Financial’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 		$754K Sell
3,513
-131
-4% -$28.7K 1.2% 29
2022
Q3 		$753K Sell
3,644
-217
-6% -$48.8K 1.16% 28
2022
Q2 		$797K Buy
3,861
+1
+0% +$223 1.04% 27
2022
Q1 		$987K Buy
3,860
+203
+6% +$52K 0.98% 24
2021
Q4 		$1.07M Buy
+3,657
New +$1.1M 0.86% 26

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

SBK Financial's IWO Position: Q4 2022 in Review

SBK Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q4 2022, selling an estimated $28.7K and leaving 3,513 shares worth $754K. The position accounts for 1.2% of the portfolio, ranked #29.

SBK Financial first reported a position in IWO in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2021. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • SBK Financial held 3,513 shares of iShares Russell 2000 Growth ETF worth $754K as of Q4 2022.
  • SBK Financial sold 131 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $28.7K.
  • iShares Russell 2000 Growth ETF made up 1.2% of SBK Financial's portfolio in Q4 2022, its #29 holding.
  • SBK Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares Russell 2000 Growth ETF position peaked at $1.07M in Q4 2021.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.