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V Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

V Wealth Advisors’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
-2,236
Closed -$543K – 235
2023
Q2 		$543K Sell
2,236
-25
-1% -$5.73K 0.09% 190
2023
Q1 		$513K Sell
2,261
-12
-0.5% -$2.75K 0.1% 191
2022
Q4 		$488K Hold
2,273
– – 0.1% 192
2022
Q3 		$469K Sell
2,273
-4
-0.2% -$900 0.09% 209
2022
Q2 		$469K Buy
2,277
+127
+6% +$28.3K 0.09% 226
2022
Q1 		$550K Sell
2,150
-973
-31% -$249K 0.09% 230
2021
Q4 		$915K Sell
3,123
-70
-2% -$21.1K 0.13% 169
2021
Q3 		$938K Sell
3,193
-9
-0.3% -$2.7K 0.15% 158
2021
Q2 		$997K Sell
3,202
-80
-2% -$24.1K 0.16% 150
2021
Q1 		$987K Sell
3,282
-3,087
-48% -$958K 0.18% 142
2020
Q4 		$1.83M Buy
6,369
+4,173
+190% +$1.06M 0.38% 60
2020
Q3 		$486K Sell
2,196
-4,804
-69% -$1.05M 0.34% 81
2020
Q2 		$1.45M Buy
7,000
+4,520
+182% +$845K 0.38% 64
2020
Q1 		$392K Sell
2,480
-1
-0% -$199 0.12% 181
2019
Q4 		$478K Hold
2,481
– – 0.17% 141
2019
Q3 		$478K Sell
2,481
-36
-1% -$7.14K 0.17% 141
2019
Q2 		$504K Buy
2,517
+92
+4% +$18.2K 0.19% 130
2019
Q1 		$487K Buy
2,425
+26
+1% +$4.95K 0.2% 126
2018
Q4 		$428K Buy
2,399
+50
+2% +$9.32K 0.22% 116
2018
Q3 		$506K Sell
2,349
-166
-7% -$35.4K 0.23% 110
2018
Q2 		$531K Sell
2,515
-95
-4% -$19K 0.3% 90
2018
Q1 		$485K Sell
2,610
-32
-1% -$6.14K 0.26% 103
2017
Q4 		$506K Sell
2,642
-129
-5% -$23.5K 0.25% 101
2017
Q3 		$498K Sell
2,771
-160
-5% -$27.2K 0.25% 95
2017
Q2 		$496K Sell
2,931
-6
-0.2% -$988 0.23% 93
2017
Q1 		$477K Buy
2,937
+171
+6% +$27.1K 0.29% 90
2016
Q4 		$422K Buy
2,766
+265
+11% +$39.6K 0.31% 93
2016
Q3 		$371K Hold
2,501
– – 0.3% 102
2016
Q2 		$344K Sell
2,501
-899
-26% -$121K 0.28% 104
2016
Q1 		$450K Buy
+3,400
New +$424K 0.36% 76

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

V Wealth Advisors's IWO Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 2,236 shares — an estimated $543K sold.

V Wealth Advisors first reported a position in IWO in Q1 2016 and held it in 30 quarters. The position peaked at $1.83M in Q4 2020. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,236 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $543K.
  • V Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 30 quarters.
  • V Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $1.83M in Q4 2020.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.