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WealthOne’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WealthOne’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
-2,132
Closed -$626K – 122
2021
Q3 		$626K Buy
+2,132
New +$640K 0.23% 55

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthOne's IWO Position: Q4 2021 in Review

WealthOne sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 2,132 shares — an estimated $626K sold.

WealthOne first reported a position in IWO in Q3 2021 and held it in 1 quarter. The position peaked at $626K in Q3 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • WealthOne reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • WealthOne sold 2,132 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $626K.
  • WealthOne first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and held it in 1 quarter.
  • WealthOne's iShares Russell 2000 Growth ETF position peaked at $626K in Q3 2021.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

Based on WealthOne's 13F filing for Q4 2021, filed 11 Feb 2022.