WI
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Wintrust Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-1,477
Closed -$358K – 422
2023
Q2 		$358K Sell
1,477
-19
-1% -$4.36K 0.04% 303
2023
Q1 		$339K Sell
1,496
-23
-2% -$5.26K 0.04% 250
2022
Q4 		$326K Sell
1,519
-67
-4% -$14.7K 0.04% 278
2022
Q3 		$328K Sell
1,586
-64
-4% -$14.4K 0.04% 291
2022
Q2 		$340K Buy
1,650
+11
+0.7% +$2.45K 0.04% 285
2022
Q1 		$419K Sell
1,639
-91
-5% -$23.3K 0.04% 273
2021
Q4 		$507K Sell
1,730
-10
-0.6% -$3.01K 0.05% 258
2021
Q3 		$511K Sell
1,740
-121
-7% -$36.4K 0.07% 178
2021
Q2 		$580K Buy
1,861
+70
+4% +$21.1K 0.06% 245
2021
Q1 		$539K Buy
+1,791
New +$556K 0.06% 248
2020
Q2 		– Sell
-1,519
Closed -$240K – 365
2020
Q1 		$240K Sell
1,519
-194
-11% -$38.5K 0.04% 275
2019
Q4 		$367K Sell
1,713
-50
-3% -$10.1K 0.05% 257
2019
Q3 		$340K Sell
1,763
-10
-0.6% -$1.98K 0.05% 268
2019
Q2 		$356K Sell
1,773
-4
-0.2% -$791 0.05% 260
2019
Q1 		$349K Hold
1,777
– – 0.06% 253
2018
Q4 		$299K Hold
1,777
– – 0.06% 259
2018
Q3 		$382K Hold
1,777
– – 0.06% 251
2018
Q2 		$363K Buy
+1,777
New +$355K 0.06% 255

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wintrust Investments's IWO Position: Q3 2023 in Review

Wintrust Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2023, closing a stake of 1,477 shares — an estimated $358K sold.

Wintrust Investments first reported a position in IWO in Q2 2018 and held it in 18 quarters. The position peaked at $580K in Q2 2021. 832 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • Wintrust Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Wintrust Investments sold 1,477 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $358K.
  • Wintrust Investments first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 18 quarters.
  • Wintrust Investments's iShares Russell 2000 Growth ETF position peaked at $580K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

Based on Wintrust Investments's 13F filing for Q3 2023, filed 13 Nov 2023.