Wagner Wealth Management (South Carolina)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q2	–	Sell	-262	Closed	-$68K	–	710
2022 Q1	$68K	Buy	262 +131	+100%	+$33.5K	0.05%	150
2021 Q4	$38K	Hold	131	–	–	0.03%	293
2021 Q3	$40K	Hold	131	–	–	0.03%	266
2021 Q2	$41K	Hold	131	–	–	0.03%	278
2021 Q1	$39K	Hold	131	–	–	0.03%	255
2020 Q4	$38K	Buy	+131	New	+$33.4K	0.04%	144
2018 Q3	$28K	Hold	131	–	–	0.02%	305
2018 Q2	$27K	Buy	+131	New	+$26.2K	0.02%	285

Other funds holding IWO

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

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

APF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IWO Position: Q2 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 262 shares — an estimated $68K sold.

Wagner Wealth Management (South Carolina) first reported a position in IWO in Q2 2018 and held it in 8 quarters. The position peaked at $68K in Q1 2022. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 262 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $68K.
Wagner Wealth Management (South Carolina) first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s iShares Russell 2000 Growth ETF position peaked at $68K in Q1 2022.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2022, filed 11 Aug 2022.