TFM
IWO icon

TFC Financial Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TFC Financial 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
2022
Q3 		– Sell
-38
Closed -$8K – 554
2022
Q2 		$8K Buy
+38
New +$8.47K ﹤0.01% 321

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TFC Financial Management's IWO Position: Q3 2022 in Review

TFC Financial Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 38 shares — an estimated $8K sold.

TFC Financial Management first reported a position in IWO in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • TFC Financial Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • TFC Financial Management sold 38 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $8K.
  • TFC Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and held it in 1 quarter.
  • TFC Financial Management's iShares Russell 2000 Growth ETF position peaked at $8K in Q2 2022.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on TFC Financial Management's 13F filing for Q3 2022, filed 21 Oct 2022.