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

Vigilant 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 Q2	$22K	Hold	90	–	–	﹤0.01%	348
2023 Q1	$20K	Hold	90	–	–	﹤0.01%	342
2022 Q4	$19K	Hold	90	–	–	﹤0.01%	348
2022 Q3	$19K	Hold	90	–	–	﹤0.01%	390
2022 Q2	$19K	Hold	90	–	–	﹤0.01%	369
2022 Q1	$23K	Sell	90 -224	-71%	-$57.3K	﹤0.01%	369
2021 Q4	$92K	Hold	314	–	–	0.01%	263
2021 Q3	$92K	Buy	314 +224	+249%	+$67.3K	0.01%	212
2021 Q2	$28K	Hold	90	–	–	﹤0.01%	315
2021 Q1	$27K	Hold	90	–	–	﹤0.01%	277
2020 Q4	$26K	Buy	+90	New	+$22.9K	﹤0.01%	267

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Vigilant Capital Management's IWO Position: Q2 2023 in Review

Vigilant Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2023 at 90 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Vigilant Capital Management first reported a position in IWO in Q4 2020 and has held it in 11 quarters since. The position peaked at $92K in Q4 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Vigilant Capital Management held 90 shares of iShares Russell 2000 Growth ETF worth $22K as of Q2 2023.
Vigilant Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #348 holding.
Vigilant Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 11 quarters since.
Vigilant Capital Management's iShares Russell 2000 Growth ETF position peaked at $92K in Q4 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.