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Vigilare Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Vigilare Wealth 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 		– Sell
-1,019
Closed -$231K – 99
2023
Q1 		$231K Buy
+1,019
New +$233K 0.13% 88

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vigilare Wealth Management's IWO Position: Q2 2023 in Review

Vigilare Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 1,019 shares — an estimated $231K sold.

Vigilare Wealth Management first reported a position in IWO in Q1 2023 and held it in 1 quarter. The position peaked at $231K in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • Vigilare Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Vigilare Wealth Management sold 1,019 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $231K.
  • Vigilare Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Vigilare Wealth Management's iShares Russell 2000 Growth ETF position peaked at $231K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Vigilare Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.