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Winthrop Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Winthrop Advisory Group’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
2023
Q1 		– Sell
-1,330
Closed -$285K – 130
2022
Q4 		$285K Buy
+1,330
New +$291K 0.05% 100

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

Winthrop Advisory Group's IWO Position: Q1 2023 in Review

Winthrop Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 1,330 shares — an estimated $285K sold.

Winthrop Advisory Group first reported a position in IWO in Q4 2022 and held it in 1 quarter. The position peaked at $285K in Q4 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Winthrop Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Winthrop Advisory Group sold 1,330 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $285K.
  • Winthrop Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Winthrop Advisory Group's iShares Russell 2000 Growth ETF position peaked at $285K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Winthrop Advisory Group's 13F filing for Q1 2023, filed 17 Apr 2023.