WI
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WrapManager Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WrapManager Inc’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
-757
Closed -$222K – 303
2021
Q4 		$222K Hold
757
– – 0.06% 286
2021
Q3 		$222K Sell
757
-126
-14% -$37.9K 0.06% 286
2021
Q2 		$275K Sell
883
-8
-0.9% -$2.41K 0.07% 268
2021
Q1 		$268K Sell
891
-8
-0.9% -$2.48K 0.07% 231
2020
Q4 		$258K Buy
+899
New +$229K 0.08% 221
2020
Q1 		– Sell
-1,682
Closed -$360K – 240
2019
Q4 		$360K Sell
1,682
-9
-0.5% -$1.83K 0.11% 192
2019
Q3 		$326K Sell
1,691
-13
-0.8% -$2.58K 0.11% 204
2019
Q2 		$342K Sell
1,704
-8
-0.5% -$1.58K 0.11% 203
2019
Q1 		$337K Hold
1,712
– – 0.11% 200
2018
Q4 		$288K Sell
1,712
-24
-1% -$4.48K 0.1% 200
2018
Q3 		$373K Sell
1,736
-85
-5% -$18.1K 0.12% 193
2018
Q2 		$372K Sell
1,821
-40
-2% -$8K 0.12% 191
2018
Q1 		$355K Sell
1,861
-3,422
-65% -$657K 0.12% 188
2017
Q4 		$986K Sell
5,283
-74
-1% -$13.5K 0.33% 81
2017
Q3 		$959K Sell
5,357
-232
-4% -$39.4K 0.32% 75
2017
Q2 		$943K Sell
5,589
-121
-2% -$19.9K 0.33% 79
2017
Q1 		$923K Buy
5,710
+281
+5% +$44.6K 0.34% 72
2016
Q4 		$836K Buy
5,429
+23
+0.4% +$3.43K 0.32% 80
2016
Q3 		$805K Sell
5,406
-495
-8% -$72.1K 0.31% 81
2016
Q2 		$809K Buy
5,901
+79
+1% +$10.7K 0.33% 77
2016
Q1 		$772K Sell
5,822
-308
-5% -$38.4K 0.34% 86
2015
Q4 		$854K Buy
+6,130
New +$869K 0.41% 62

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

WrapManager Inc's IWO Position: Q1 2022 in Review

WrapManager Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 757 shares — an estimated $222K sold.

WrapManager Inc first reported a position in IWO in Q4 2015 and held it in 22 quarters. The position peaked at $986K in Q4 2017. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

  • WrapManager Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • WrapManager Inc sold 757 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $222K.
  • WrapManager Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 22 quarters.
  • WrapManager Inc's iShares Russell 2000 Growth ETF position peaked at $986K in Q4 2017.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on WrapManager Inc's 13F filing for Q1 2022, filed 10 May 2022.