WRF
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Waddell & Reed Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		– Sell
-9,520
Closed -$2.73M – 493
2020
Q4 		$2.73M Buy
+9,520
New +$2.43M 0.01% 455
2020
Q1 		– Sell
-19,583
Closed -$4.2M – 456
2019
Q4 		$4.2M Buy
+19,583
New +$3.97M 0.01% 424
2019
Q1 		– Sell
-60,800
Closed -$10.2M – 508
2018
Q4 		$10.2M Buy
+60,800
New +$11.3M 0.03% 411
2017
Q1 		– Sell
-12,300
Closed -$1.89M – 564
2016
Q4 		$1.89M Buy
+12,300
New +$1.84M ﹤0.01% 548
2016
Q1 		– Sell
-23,600
Closed -$3.29M – 613
2015
Q4 		$3.29M Buy
+23,600
New +$3.35M 0.01% 539
2015
Q1 		– Sell
-6,400
Closed -$911K – 575
2014
Q4 		$911K Buy
+6,400
New +$866K ﹤0.01% 552
2014
Q1 		– Sell
-13,400
Closed -$1.82M – 560
2013
Q4 		$1.82M Buy
+13,400
New +$1.74M ﹤0.01% 547

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.09B AUM 21.39% 1-Year Est. Return