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Thrive Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Thrive Wealth 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
Q1 		– Sell
-1,607
Closed -$345K – 176
2022
Q4 		$345K Buy
1,607
+544
+51% +$119K 0.1% 120
2022
Q3 		$220K Sell
1,063
-1,637
-61% -$368K 0.08% 134
2022
Q2 		$557K Buy
2,700
+563
+26% +$126K 0.19% 70
2022
Q1 		$547K Buy
2,137
+1,416
+196% +$362K 0.16% 73
2021
Q4 		$211K Buy
+721
New +$217K 0.07% 137

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Thrive Wealth Management's IWO Position: Q1 2023 in Review

Thrive Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 1,607 shares — an estimated $345K sold.

Thrive Wealth Management first reported a position in IWO in Q4 2021 and held it in 5 quarters. The position peaked at $557K in Q2 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Thrive Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Thrive Wealth Management sold 1,607 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $345K.
  • Thrive Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 5 quarters.
  • Thrive Wealth Management's iShares Russell 2000 Growth ETF position peaked at $557K in Q2 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Thrive Wealth Management's 13F filing for Q1 2023, filed 7 Apr 2023.