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

Sterling Financial Group’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
-1,370
Closed -$294K – 66
2023
Q1 		$294K Hold
1,370
– – 0.23% 42
2022
Q4 		$294K Buy
+1,370
New +$300K 0.23% 42

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

Sterling Financial Group's IWO Position: Q2 2023 in Review

Sterling Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 1,370 shares — an estimated $294K sold.

Sterling Financial Group first reported a position in IWO in Q4 2022 and held it in 2 quarters. The position peaked at $294K in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Sterling Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Sterling Financial Group sold 1,370 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $294K.
  • Sterling Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 2 quarters.
  • Sterling Financial Group's iShares Russell 2000 Growth ETF position peaked at $294K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Sterling Financial Group's 13F filing for Q2 2023, filed 7 Sep 2023.