Welch Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Welch Capital Partners’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 Q1	–	Sell	-9,209	Closed	-$2.7M	–	43
2021 Q4	$2.7M	Sell	9,209 -137	-1%	-$41.3K	0.59%	15
2021 Q3	$2.74M	Hold	9,346	–	–	0.66%	13
2021 Q2	$2.91M	Hold	9,346	–	–	0.69%	14
2021 Q1	$2.81M	Hold	9,346	–	–	0.73%	15
2020 Q4	$2.68M	Hold	9,346	–	–	0.74%	15
2020 Q3	$2.07M	Sell	9,346 -663	-7%	-$145K	0.64%	16
2020 Q2	$2.07M	Sell	10,009 -25,890	-72%	-$4.84M	0.68%	16
2020 Q1	$5.68M	Sell	35,899 -432	-1%	-$85.8K	2.27%	11
2019 Q4	$7.78M	Sell	36,331 -1,412	-4%	-$287K	2.3%	9
2019 Q3	$7.27M	Hold	37,743	–	–	2.42%	7
2019 Q2	$7.58M	Hold	37,743	–	–	2.58%	9
2019 Q1	$7.42M	Hold	37,743	–	–	2.53%	10
2018 Q4	$6.34M	Buy	+37,743	New	+$7.04M	2.43%	9

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

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Welch Capital Partners's IWO Position: Q1 2022 in Review

Welch Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 9,209 shares — an estimated $2.7M sold.

Welch Capital Partners first reported a position in IWO in Q4 2018 and held it in 13 quarters. The position peaked at $7.78M in Q4 2019. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Welch Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Welch Capital Partners sold 9,209 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $2.7M.
Welch Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 13 quarters.
Welch Capital Partners's iShares Russell 2000 Growth ETF position peaked at $7.78M in Q4 2019.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Welch Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.