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

TimeScale Financial’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 Q2	$4.13K	Buy	17 +8	+89%	+$1.83K	﹤0.01%	455
2023 Q1	$2.04K	Hold	9	–	–	﹤0.01%	485
2022 Q4	$1.86K	Hold	9	–	–	﹤0.01%	464
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	458
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	434
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	446
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	417
2021 Q3	$3K	Hold	9	–	–	﹤0.01%	414
2021 Q2	$3K	Buy	+9	New	+$2.71K	﹤0.01%	418

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

TimeScale Financial's IWO Position: Q2 2023 in Review

TimeScale Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 89% in Q2 2023, buying an estimated $1.83K and bringing the position to 17 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

TimeScale Financial first reported a position in IWO in Q2 2021 and has held it in 9 quarters since. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

TimeScale Financial held 17 shares of iShares Russell 2000 Growth ETF worth $4.13K as of Q2 2023.
TimeScale Financial bought 8 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $1.83K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #455 holding.
TimeScale Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and has held it in 9 quarters since.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.