Tyler-Stone Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tyler-Stone 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
2022 Q3	–	Sell	-535	Closed	-$110K	–	881
2022 Q2	$110K	Hold	535	–	–	0.07%	223
2022 Q1	$137K	Hold	535	–	–	0.08%	221
2021 Q4	$157K	Buy	+535	New	+$161K	0.08%	215

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Tyler-Stone Wealth Management's IWO Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 535 shares — an estimated $110K sold.

Tyler-Stone Wealth Management first reported a position in IWO in Q4 2021 and held it in 3 quarters. The position peaked at $157K in Q4 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Tyler-Stone Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 535 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $110K.
Tyler-Stone Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 3 quarters.
Tyler-Stone Wealth Management's iShares Russell 2000 Growth ETF position peaked at $157K in Q4 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.