Stone Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stone Asset 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
2023 Q1	$7.5M	Sell	33,047 -43,571	-57%	-$9.97M	11.98%	1
2022 Q4	$16.4M	Buy	76,618 +5,036	+7%	+$1.1M	10.21%	2
2022 Q3	$14.8M	Buy	71,582 +11,796	+20%	+$2.65M	9.64%	3
2022 Q2	$12.3M	Buy	59,786 +3,008	+5%	+$671K	7.75%	4
2022 Q1	$14.5M	Sell	56,778 -2,471	-4%	-$632K	8.1%	4
2021 Q4	$17.4M	Buy	+59,249	New	+$17.9M	10.23%	4

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

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

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

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

CCWM

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Stone Asset Management's IWO Position: Q1 2023 in Review

Stone Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 57% in Q1 2023, selling an estimated $9.97M and leaving 33,047 shares worth $7.5M. The position accounts for 11.98% of the portfolio, ranked #1.

Stone Asset Management first reported a position in IWO in Q4 2021 and has held it in 6 quarters since. The position peaked at $17.4M in Q4 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Stone Asset Management held 33,047 shares of iShares Russell 2000 Growth ETF worth $7.5M as of Q1 2023.
Stone Asset Management sold 43,571 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $9.97M.
iShares Russell 2000 Growth ETF made up 11.98% of Stone Asset Management's portfolio in Q1 2023, its #1 holding.
Stone Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's iShares Russell 2000 Growth ETF position peaked at $17.4M in Q4 2021.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.