Surevest’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Surevest’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	$254K	Sell	1,229 -50	-4%	-$11.3K	0.07%	132
2022 Q2	$264K	Buy	1,279 +99	+8%	+$22.1K	0.07%	128
2022 Q1	$302K	Hold	1,180	–	–	0.07%	123
2021 Q4	$346K	Hold	1,180	–	–	0.08%	99
2021 Q3	$346K	Hold	1,180	–	–	0.09%	92
2021 Q2	$368K	Hold	1,180	–	–	0.1%	86
2021 Q1	$355K	Hold	1,180	–	–	0.11%	81
2020 Q4	$338K	Hold	1,180	–	–	0.11%	76
2020 Q3	$261K	Hold	1,180	–	–	0.1%	77
2020 Q2	$244K	Buy	+1,180	New	+$221K	0.11%	79

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

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

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

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

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

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

Surevest's IWO Position: Q3 2022 in Review

Surevest reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.9% in Q3 2022, selling an estimated $11.3K and leaving 1,229 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #132.

Surevest first reported a position in IWO in Q2 2020 and has held it in 10 quarters since. The position peaked at $368K in Q2 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Surevest held 1,229 shares of iShares Russell 2000 Growth ETF worth $254K as of Q3 2022.
Surevest sold 50 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $11.3K.
iShares Russell 2000 Growth ETF made up 0.07% of Surevest's portfolio in Q3 2022, its #132 holding.
Surevest first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 10 quarters since.
Surevest's iShares Russell 2000 Growth ETF position peaked at $368K in Q2 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.