Victory Capital Management
IWO icon

Victory Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Victory Capital 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
2023
Q4 		– Sell
-568,420
Closed -$127M – 2582
2023
Q3 		$127M Buy
+568,420
New +$136M 0.15% 151
2022
Q1 		– Sell
-16,969
Closed -$4.97M – 2766
2021
Q4 		$4.97M Buy
+16,969
New +$5.11M ﹤0.01% 1326
2020
Q3 		– Sell
-9,547
Closed -$1.98M – 2522
2020
Q2 		$1.98M Sell
9,547
-10,661
-53% -$1.99M ﹤0.01% 1433
2020
Q1 		$3.2M Buy
20,208
+13,058
+183% +$2.59M ﹤0.01% 1421
2019
Q4 		$1.53M Sell
7,150
-24,661
-78% -$5.01M ﹤0.01% 1600
2019
Q3 		$6.13M Buy
+31,811
New +$6.31M 0.01% 1117
2018
Q4 		– Sell
-487
Closed -$105K – 1799
2018
Q3 		$105K Sell
487
-744
-60% -$159K ﹤0.01% 1662
2018
Q2 		$252K Buy
1,231
+250
+25% +$50K ﹤0.01% 1580
2018
Q1 		$187K Buy
981
+218
+29% +$41.9K ﹤0.01% 1615
2017
Q4 		$142K Sell
763
-111
-13% -$20.3K ﹤0.01% 1644
2017
Q3 		$156K Buy
874
+455
+109% +$77.3K ﹤0.01% 1621
2017
Q2 		$71K Sell
419
-27
-6% -$4.44K ﹤0.01% 1711
2017
Q1 		$72K Sell
446
-441
-50% -$70K ﹤0.01% 1701
2016
Q4 		$137K Sell
887
-70
-7% -$10.4K ﹤0.01% 1470
2016
Q3 		$142K Buy
957
+407
+74% +$59.3K ﹤0.01% 1416
2016
Q2 		$75K Sell
550
-67
-11% -$9.04K ﹤0.01% 1401
2016
Q1 		$82K Buy
617
+456
+283% +$56.9K ﹤0.01% 1241
2015
Q4 		$22K Sell
161
-428
-73% -$60.7K ﹤0.01% 1637
2015
Q3 		$79K Sell
589
-156
-21% -$23.1K ﹤0.01% 1358
2015
Q2 		$115K Buy
+745
New +$114K ﹤0.01% 1200

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Victory Capital Management's IWO Position: Q4 2023 in Review

Victory Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 568,420 shares — an estimated $127M sold.

Victory Capital Management first reported a position in IWO in Q2 2015 and held it in 20 quarters. The position peaked at $127M in Q3 2023. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Victory Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Victory Capital Management sold 568,420 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $127M.
  • Victory Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and held it in 20 quarters.
  • Victory Capital Management's iShares Russell 2000 Growth ETF position peaked at $127M in Q3 2023.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Victory Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.