Ten Capital Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-26	Closed	-$7K	–	493
2022 Q1	$7K	Hold	26	–	–	﹤0.01%	336
2021 Q4	$8K	Buy	+26	New	+$7.84K	﹤0.01%	325
2021 Q3	–	Sell	-154	Closed	-$48K	–	466
2021 Q2	$48K	Buy	154 +35	+29%	+$10.5K	0.01%	186
2021 Q1	$35K	Hold	119	–	–	0.01%	194
2020 Q4	$34K	Buy	+119	New	+$30.3K	0.01%	188

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ten Capital Wealth Advisors's IWO Position: Q2 2022 in Review

Ten Capital Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 26 shares — an estimated $7K sold.

Ten Capital Wealth Advisors first reported a position in IWO in Q4 2020 and held it in 5 quarters. The position peaked at $48K in Q2 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Ten Capital Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 26 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $7K.
Ten Capital Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 5 quarters.
Ten Capital Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $48K in Q2 2021.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.