Wipfli Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wipfli Financial Advisors’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 Q3	$6.08M	Sell	29,447 -674	-2%	-$152K	0.43%	28
2022 Q2	$6.21M	Sell	30,121 -1,256	-4%	-$280K	0.68%	21
2022 Q1	$8.02M	Sell	31,377 -464	-1%	-$119K	0.81%	16
2021 Q4	$9.33M	Sell	31,841 -3,677	-10%	-$1.11M	1.07%	12
2021 Q3	$10.4M	Sell	35,518 -1,916	-5%	-$576K	1.33%	11
2021 Q2	$11.7M	Sell	37,434 -623	-2%	-$187K	1.65%	10
2021 Q1	$11.4M	Sell	38,057 -2,282	-6%	-$708K	6.23%	3
2020 Q4	$11.6M	Buy	+40,339	New	+$10.3M	6.89%	3

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

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

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

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

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

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

Wipfli Financial Advisors's IWO Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q3 2022, selling an estimated $152K and leaving 29,447 shares worth $6.08M. The position accounts for 0.43% of the portfolio, ranked #28.

Wipfli Financial Advisors first reported a position in IWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $11.7M in Q2 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Wipfli Financial Advisors held 29,447 shares of iShares Russell 2000 Growth ETF worth $6.08M as of Q3 2022.
Wipfli Financial Advisors sold 674 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $152K.
iShares Russell 2000 Growth ETF made up 0.43% of Wipfli Financial Advisors's portfolio in Q3 2022, its #28 holding.
Wipfli Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $11.7M in Q2 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.