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Spearhead Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Spearhead Capital 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
2022
Q3 		$1.99M Hold
9,630
– – 2.15% 10
2022
Q2 		$1.99M Hold
9,630
– – 0.3% 56
2022
Q1 		$2.46M Buy
+9,630
New +$2.46M 0.31% 55
2020
Q2 		– Sell
-32,952
Closed -$5.21M – 160
2020
Q1 		$5.21M Buy
+32,952
New +$6.54M 1.5% 18

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Spearhead Capital Advisors's IWO Position: Q3 2022 in Review

Spearhead Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2022 at 9,630 shares worth $1.99M. The position accounts for 2.15% of the portfolio, ranked #10.

Spearhead Capital Advisors first reported a position in IWO in Q1 2020 and has held it in 4 quarters since. The position peaked at $5.21M in Q1 2020. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • Spearhead Capital Advisors held 9,630 shares of iShares Russell 2000 Growth ETF worth $1.99M as of Q3 2022.
  • Spearhead Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2022.
  • iShares Russell 2000 Growth ETF made up 2.15% of Spearhead Capital Advisors's portfolio in Q3 2022, its #10 holding.
  • Spearhead Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • Spearhead Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $5.21M in Q1 2020.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.