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

Wexford Capital’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
Q4 		– Sell
-9,508
Closed -$1.96M – 158
2022
Q3 		$1.96M Buy
+9,508
New +$2.14M 0.62% 39

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
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wexford Capital's IWO Position: Q4 2022 in Review

Wexford Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 9,508 shares — an estimated $1.96M sold.

Wexford Capital first reported a position in IWO in Q3 2022 and held it in 1 quarter. The position peaked at $1.96M in Q3 2022. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Wexford Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Wexford Capital sold 9,508 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $1.96M.
  • Wexford Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Wexford Capital's iShares Russell 2000 Growth ETF position peaked at $1.96M in Q3 2022.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Wexford Capital's 13F filing for Q4 2022, filed 14 Feb 2023.