Trustmark National Bank Trust Department’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Trustmark National Bank Trust Department’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 Q1	–	Sell	-693	Closed	-$203K	–	269
2021 Q4	$203K	Hold	693	–	–	0.02%	255
2021 Q3	$203K	Hold	693	–	–	0.02%	247
2021 Q2	$216K	Hold	693	–	–	0.02%	244
2021 Q1	$209K	Buy	+693	New	+$215K	0.02%	244
2020 Q1	–	Sell	-1,105	Closed	-$237K	–	229
2019 Q4	$237K	Sell	1,105 -200	-15%	-$40.6K	0.02%	220
2019 Q3	$252K	Hold	1,305	–	–	0.02%	213
2019 Q2	$262K	Hold	1,305	–	–	0.03%	209
2019 Q1	$257K	Hold	1,305	–	–	0.03%	203
2018 Q4	$219K	Hold	1,305	–	–	0.02%	222
2018 Q3	$281K	Hold	1,305	–	–	0.03%	216
2018 Q2	$266K	Hold	1,305	–	–	0.03%	207
2018 Q1	$249K	Hold	1,305	–	–	0.03%	237
2017 Q4	$243K	Hold	1,305	–	–	0.03%	245
2017 Q3	$234K	Sell	1,305 -170	-12%	-$28.9K	0.03%	241
2017 Q2	$248K	Sell	1,475 -50	-3%	-$8.23K	0.03%	234
2017 Q1	$246K	Hold	1,525	–	–	0.03%	229
2016 Q4	$235K	Sell	1,525 -26	-2%	-$3.88K	0.03%	225
2016 Q3	$231K	Sell	1,551 -157	-9%	-$22.9K	0.03%	236
2016 Q2	$235K	Hold	1,708	–	–	0.03%	246
2016 Q1	$226K	Sell	1,708 -794	-32%	-$99.1K	0.03%	279
2015 Q4	$349K	Sell	2,502 -404	-14%	-$57.3K	0.05%	229
2015 Q3	$390K	Hold	2,906	–	–	0.05%	228
2015 Q2	$450K	Hold	2,906	–	–	0.06%	213
2015 Q1	$440K	Hold	2,906	–	–	0.06%	234
2014 Q4	$414K	Sell	2,906 -51	-2%	-$6.9K	0.06%	222
2014 Q3	$383K	Hold	2,957	–	–	0.05%	251
2014 Q2	$410K	Sell	2,957 -95	-3%	-$12.5K	0.05%	252
2014 Q1	$416K	Sell	3,052 -1,340	-31%	-$183K	0.05%	258
2013 Q4	$596K	Sell	4,392 -96	-2%	-$12.4K	0.07%	210
2013 Q3	$565K	Sell	4,488 -89	-2%	-$10.7K	0.07%	199
2013 Q2	$510K	Buy	+4,577	New	+$500K	0.07%	201

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Trustmark National Bank Trust Department's IWO Position: Q1 2022 in Review

Trustmark National Bank Trust Department sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 693 shares — an estimated $203K sold.

Trustmark National Bank Trust Department first reported a position in IWO in Q2 2013 and held it in 31 quarters. The position peaked at $596K in Q4 2013. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Trustmark National Bank Trust Department reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Trustmark National Bank Trust Department sold 693 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $203K.
Trustmark National Bank Trust Department first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 31 quarters.
Trustmark National Bank Trust Department's iShares Russell 2000 Growth ETF position peaked at $596K in Q4 2013.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2022, filed 12 May 2022.