Vantage Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Vantage Investment Partners’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	-25,765	Closed	-$7.55M	–	89
2021 Q4	$7.55M	Hold	25,765	–	–	0.39%	51
2021 Q3	$7.56M	Hold	25,765	–	–	0.39%	49
2021 Q2	$8.03M	Sell	25,765 -9,585	-27%	-$2.88M	0.38%	53
2021 Q1	$10.6M	Hold	35,350	–	–	0.52%	39
2020 Q4	$10.1M	Buy	35,350 +1,350	+4%	+$344K	0.59%	34
2020 Q3	$7.53M	Hold	34,000	–	–	0.47%	46
2020 Q2	$7.03M	Hold	34,000	–	–	0.53%	43
2020 Q1	$5.38M	Hold	34,000	–	–	0.47%	42
2019 Q4	$7.28M	Hold	34,000	–	–	0.6%	54
2019 Q3	$6.55M	Hold	34,000	–	–	0.68%	54
2019 Q2	$6.83M	Hold	34,000	–	–	0.78%	51
2019 Q1	$6.69M	Sell	34,000 -1	-0%	-$190	0.62%	56
2018 Q4	$5.71M	Hold	34,001	–	–	0.41%	62
2018 Q3	$7.31M	Hold	34,001	–	–	0.46%	58
2018 Q2	$6.95M	Hold	34,001	–	–	0.5%	58
2018 Q1	$6.48M	Hold	34,001	–	–	0.54%	60
2017 Q4	$6.35M	Buy	+34,001	New	+$6.21M	0.58%	50

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 $6.19B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Vantage Investment Partners's IWO Position: Q1 2022 in Review

Vantage Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 25,765 shares — an estimated $7.55M sold.

Vantage Investment Partners first reported a position in IWO in Q4 2017 and held it in 17 quarters. The position peaked at $10.6M in Q1 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Vantage Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Vantage Investment Partners sold 25,765 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $7.55M.
Vantage Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 17 quarters.
Vantage Investment Partners's iShares Russell 2000 Growth ETF position peaked at $10.6M in Q1 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Vantage Investment Partners's 13F filing for Q1 2022, filed 22 Apr 2022.