Tilia Fiduciary Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tilia Fiduciary Partners’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	-200	Closed	-$48.5K	–	278
2023 Q2	$48.5K	Hold	200	–	–	0.04%	218
2023 Q1	$45.4K	Hold	200	–	–	0.04%	218
2022 Q4	$42.9K	Hold	200	–	–	0.04%	215
2022 Q3	$42K	Hold	200	–	–	0.04%	213
2022 Q2	$42K	Hold	200	–	–	0.04%	222
2022 Q1	$51K	Hold	200	–	–	0.04%	217
2021 Q4	$59K	Buy	+200	New	+$60.3K	0.05%	204

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tilia Fiduciary Partners's IWO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 200 shares — an estimated $48.5K sold.

Tilia Fiduciary Partners first reported a position in IWO in Q4 2021 and held it in 7 quarters. The position peaked at $59K in Q4 2021. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 200 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $48.5K.
Tilia Fiduciary Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Russell 2000 Growth ETF position peaked at $59K in Q4 2021.
833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.