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Systematic Alpha Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Systematic Alpha Investments’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
2021
Q4 		– Sell
-115
Closed -$35K – 359
2021
Q3 		$35K Hold
115
– – ﹤0.01% 324
2021
Q2 		$35K Hold
115
– – ﹤0.01% 238
2021
Q1 		$35K Buy
+115
New +$35.7K ﹤0.01% 169

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Systematic Alpha Investments's IWO Position: Q4 2021 in Review

Systematic Alpha Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 115 shares — an estimated $35K sold.

Systematic Alpha Investments first reported a position in IWO in Q1 2021 and held it in 3 quarters. The position peaked at $35K in Q3 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • Systematic Alpha Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 115 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $35K.
  • Systematic Alpha Investments first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 3 quarters.
  • Systematic Alpha Investments's iShares Russell 2000 Growth ETF position peaked at $35K in Q3 2021.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on Systematic Alpha Investments's 13F filing for Q4 2021, filed 15 Feb 2022.