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Waratah Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waratah Capital Advisors’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
Q4 		– Sell
-75,000
Closed -$22M – 274
2021
Q3 		$22M Buy
+75,000
New +$22.5M 0.33% 45
2021
Q2 		– Sell
-9,202,644
Closed -$30K – 294
2021
Q1 		$30K Buy
+9,202,644
New +$2.86B ﹤0.01% 272

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Waratah Capital Advisors's IWO Position: Q1 2023 in Review

Waratah Capital Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 7,727 shares — an estimated $1.66M sold.

Waratah Capital Advisors first reported a position in IWO in Q4 2022 and held it in 1 quarter. The position peaked at $1.66M in Q4 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Waratah Capital Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Waratah Capital Advisors sold 7,727 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $1.66M.
  • Waratah Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Waratah Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $1.66M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Waratah Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.