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TD Ameritrade Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-393,330
Closed -$95.4M – 253
2023
Q2 		$95.4M Sell
393,330
-17,952
-4% -$4.12M 1.02% 19
2023
Q1 		$93.3M Sell
411,282
-22,000
-5% -$5.03M 0.96% 22
2022
Q4 		$92.9M Sell
433,282
-21,089
-5% -$4.62M 0.93% 23
2022
Q3 		$93.9M Sell
454,371
-19,788
-4% -$4.45M 0.94% 20
2022
Q2 		$97.8M Buy
474,159
+7,100
+2% +$1.58M 0.87% 24
2022
Q1 		$119M Buy
467,059
+31,550
+7% +$8.08M 0.89% 24
2021
Q4 		$128M Sell
435,509
-106,108
-20% -$32M 0.89% 24
2021
Q3 		$120M Buy
541,617
+107,268
+25% +$32.2M 0.98% 22
2021
Q2 		$135M Sell
434,349
-47,098
-10% -$14.2M 0.96% 21
2021
Q1 		$138M Hold
481,447
– – 1.05% 19
2020
Q4 		$138M Sell
481,447
-60,170
-11% -$15.3M 1.05% 19
2020
Q3 		$120M Buy
541,617
+79,550
+17% +$17.4M 0.98% 22
2020
Q2 		$95.6M Sell
462,067
-35,244
-7% -$6.59M 0.8% 28
2020
Q1 		$78.7M Buy
497,311
+19,819
+4% +$3.93M 0.73% 31
2019
Q4 		$102M Buy
477,492
+7,673
+2% +$1.56M 0.78% 31
2019
Q3 		$90.5M Buy
469,819
+8,883
+2% +$1.76M 0.72% 31
2019
Q2 		$92.6M Buy
460,936
+5,737
+1% +$1.13M 0.75% 31
2019
Q1 		$89.5M Buy
455,199
+13,264
+3% +$2.52M 0.75% 32
2018
Q4 		$74.2M Sell
441,935
-23,797
-5% -$4.44M 0.69% 34
2018
Q3 		$100M Buy
465,732
+104,782
+29% +$22.3M 0.82% 30
2018
Q2 		$73.8M Buy
360,950
+6,419
+2% +$1.28M 0.63% 34
2018
Q1 		$67.6M Buy
354,531
+8,407
+2% +$1.61M 0.74% 27
2017
Q4 		$64.6M Buy
346,124
+11,361
+3% +$2.07M 0.74% 26
2017
Q3 		$59.9M Buy
334,763
+4,882
+1% +$829K 0.74% 25
2017
Q2 		$55.7M Sell
329,881
-57,725
-15% -$9.5M 0.74% 26
2017
Q1 		$62.7M Buy
387,606
+11,832
+3% +$1.88M 0.92% 24
2016
Q4 		$57.8M Buy
375,774
+7,524
+2% +$1.12M 0.96% 21
2016
Q3 		$54.8M Buy
368,250
+15,267
+4% +$2.22M 0.94% 22
2016
Q2 		$48.4M Sell
352,983
-49,430
-12% -$6.67M 0.9% 24
2016
Q1 		$53.4M Buy
402,413
+17,308
+4% +$2.16M 1.06% 21
2015
Q4 		$53.6M Buy
385,105
+12,265
+3% +$1.74M 1.11% 21
2015
Q3 		$49.9M Buy
372,840
+7,320
+2% +$1.08M 1.07% 21
2015
Q2 		$56.5M Sell
365,520
-4,483
-1% -$687K 1.16% 20
2015
Q1 		$56.1M Buy
370,003
+18,639
+5% +$2.72M 1.2% 20
2014
Q4 		$50M Buy
351,364
+16,866
+5% +$2.28M 1.15% 21
2014
Q3 		$43.4M Buy
334,498
+15,077
+5% +$2.02M 1.06% 21
2014
Q2 		$44.2M Buy
319,421
+20,383
+7% +$2.68M 1.12% 21
2014
Q1 		$40.7M Buy
299,038
+6,328
+2% +$865K 1.14% 20
2013
Q4 		$39.7M Buy
292,710
+8,780
+3% +$1.14M 1.21% 17
2013
Q3 		$35.7M Buy
283,930
+9,865
+4% +$1.19M 1.21% 15
2013
Q2 		$30.6M Buy
+274,065
New +$29.9M 1.14% 19

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Ameritrade Investment Management's IWO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 393,330 shares — an estimated $95.4M sold.

TD Ameritrade Investment Management first reported a position in IWO in Q2 2013 and held it in 41 quarters. The position peaked at $138M in Q1 2021. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 393,330 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $95.4M.
  • TD Ameritrade Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's iShares Russell 2000 Growth ETF position peaked at $138M in Q1 2021.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.