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Veritable’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Veritable’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
-87,564
Closed -$21.2M – 415
2023
Q2 		$21.2M Sell
87,564
-33
-0% -$7.57K 0.33% 34
2023
Q1 		$19.9M Sell
87,597
-1,881
-2% -$430K 0.33% 35
2022
Q4 		$19.2M Sell
89,478
-1,783
-2% -$391K 0.33% 35
2022
Q3 		$18.9M Buy
91,261
+26,354
+41% +$5.93M 0.37% 29
2022
Q2 		$13.4M Sell
64,907
-6,249
-9% -$1.39M 0.24% 50
2022
Q1 		$18.2M Buy
71,156
+5,448
+8% +$1.39M 0.28% 40
2021
Q4 		$19.3M Buy
65,708
+672
+1% +$203K 0.29% 40
2021
Q3 		$19.1M Buy
65,036
+5
+0% +$1.5K 0.31% 39
2021
Q2 		$20.3M Sell
65,031
-1,426
-2% -$429K 0.32% 39
2021
Q1 		$20M Sell
66,457
-5,256
-7% -$1.63M 0.34% 36
2020
Q4 		$20.6M Sell
71,713
-1,034
-1% -$264K 0.38% 35
2020
Q3 		$16.1M Buy
72,747
+725
+1% +$159K 0.32% 37
2020
Q2 		$14.9M Sell
72,022
-7,966
-10% -$1.49M 0.32% 37
2020
Q1 		$12.7M Buy
79,988
+39,228
+96% +$7.79M 0.31% 41
2019
Q4 		$8.73M Hold
40,760
– – 0.16% 82
2019
Q3 		$7.86M Sell
40,760
-450
-1% -$89.2K 0.15% 89
2019
Q2 		$8.28M Sell
41,210
-430
-1% -$85K 0.16% 83
2019
Q1 		$8.19M Buy
41,640
+615
+1% +$117K 0.16% 90
2018
Q4 		$6.89M Buy
41,025
+20,143
+96% +$3.76M 0.16% 92
2018
Q3 		$4.49M Hold
20,882
– – 0.09% 125
2018
Q2 		$4.27M Hold
20,882
– – 0.09% 128
2018
Q1 		$3.98M Sell
20,882
-15,029
-42% -$2.89M 0.09% 133
2017
Q4 		$6.71M Buy
35,911
+334
+0.9% +$61K 0.13% 98
2017
Q3 		$6.37M Buy
35,577
+76
+0.2% +$12.9K 0.13% 106
2017
Q2 		$5.99M Sell
35,501
-6,904
-16% -$1.14M 0.14% 110
2017
Q1 		$6.86M Sell
42,405
-154
-0.4% -$24.4K 0.16% 88
2016
Q4 		$6.55M Sell
42,559
-825
-2% -$123K 0.16% 90
2016
Q3 		$6.46M Sell
43,384
-27,778
-39% -$4.05M 0.16% 86
2016
Q2 		$9.76M Sell
71,162
-27,730
-28% -$3.74M 0.25% 58
2016
Q1 		$13.1M Buy
98,892
+35,426
+56% +$4.42M 0.34% 41
2015
Q4 		$8.84M Sell
63,466
-1,079
-2% -$153K 0.24% 62
2015
Q3 		$8.65M Sell
64,545
-655
-1% -$97K 0.25% 59
2015
Q2 		$10.1M Sell
65,200
-685
-1% -$105K 0.27% 55
2015
Q1 		$9.98M Sell
65,885
-262
-0.4% -$38.2K 0.21% 81
2014
Q4 		$9.42M Sell
66,147
-290
-0.4% -$39.2K 0.2% 93
2014
Q3 		$8.62M Sell
66,437
-216
-0.3% -$29K 0.18% 94
2014
Q2 		$9.23M Sell
66,653
-274
-0.4% -$36K 0.19% 85
2014
Q1 		$9.11M Buy
66,927
+161
+0.2% +$22K 0.2% 87
2013
Q4 		$9.05M Sell
66,766
-234
-0.3% -$30.3K 0.2% 86
2013
Q3 		$8.43M Sell
67,000
-1,110
-2% -$134K 0.2% 86
2013
Q2 		$7.59M Buy
+68,110
New +$7.44M 0.18% 93

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

Veritable's IWO Position: Q3 2023 in Review

Veritable sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 87,564 shares — an estimated $21.2M sold.

Veritable first reported a position in IWO in Q2 2013 and held it in 41 quarters. The position peaked at $21.2M in Q2 2023. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • Veritable reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 87,564 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $21.2M.
  • Veritable first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 41 quarters.
  • Veritable's iShares Russell 2000 Growth ETF position peaked at $21.2M in Q2 2023.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.