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

Vanguard Capital 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 Q1	–	Sell	-994	Closed	-$213K	–	129
2022 Q4	$213K	Sell	994 -2,145	-68%	-$470K	0.25%	96
2022 Q3	$649K	Buy	+3,139	New	+$706K	0.79%	31
2019 Q3	–	Sell	-2,710	Closed	-$544K	–	128
2019 Q2	$544K	Buy	+2,710	New	+$536K	0.66%	50
2018 Q3	–	Sell	-27,500	Closed	-$561K	–	131
2018 Q2	$561K	Buy	+27,500	New	+$5.5M	0.74%	51

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IWO Position: Q1 2023 in Review

Vanguard Capital Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 994 shares — an estimated $213K sold.

Vanguard Capital Wealth Advisors first reported a position in IWO in Q2 2018 and held it in 4 quarters. The position peaked at $649K in Q3 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Vanguard Capital Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 994 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $213K.
Vanguard Capital Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 4 quarters.
Vanguard Capital Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $649K in Q3 2022.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.