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

Signet Financial Management’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	-244	Closed	-$72K	–	770
2021 Q4	$72K	Buy	+244	New	+$73.5K	0.01%	383
2018 Q4	–	Sell	-462	Closed	-$99K	–	535
2018 Q3	$99K	Sell	462 -43	-9%	-$9.17K	0.02%	316
2018 Q2	$103K	Buy	505 +18	+4%	+$3.6K	0.02%	306
2018 Q1	$93K	Buy	+487	New	+$93.5K	0.02%	296
2016 Q1	–	Sell	-1,558	Closed	-$217K	–	194
2015 Q4	$217K	Sell	1,558 -452	-22%	-$64.1K	0.04%	182
2015 Q3	$269K	Buy	+2,010	New	+$298K	0.06%	144

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Signet Financial Management's IWO Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 244 shares — an estimated $72K sold.

Signet Financial Management first reported a position in IWO in Q3 2015 and held it in 6 quarters. The position peaked at $269K in Q3 2015. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Signet Financial Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 244 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $72K.
Signet Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and held it in 6 quarters.
Signet Financial Management's iShares Russell 2000 Growth ETF position peaked at $269K in Q3 2015.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.