YorkBridge Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

YorkBridge Wealth Partners’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	-823	Closed	-$241K	–	290
2021 Q4	$241K	Buy	+823	New	+$248K	0.05%	256
2019 Q3	–	Sell	-445	Closed	-$89K	–	412
2019 Q2	$89K	Hold	445	–	–	0.04%	306
2019 Q1	$88K	Sell	445 -90	-17%	-$17.1K	0.04%	295
2018 Q4	$90K	Sell	535 -25	-4%	-$4.66K	0.05%	262
2018 Q3	$119K	Sell	560 -20	-3%	-$4.26K	0.05%	255
2018 Q2	$119K	Hold	580	–	–	0.05%	262
2018 Q1	$113K	Hold	580	–	–	0.05%	279
2017 Q4	$106K	Sell	580 -100	-15%	-$18.3K	0.05%	280
2017 Q3	$122K	Sell	680 -75	-10%	-$12.7K	0.06%	233
2017 Q2	$128K	Hold	755	–	–	0.07%	223
2017 Q1	$125K	Buy	755 +50	+7%	+$7.93K	0.07%	220
2016 Q4	$110K	Buy	+705	New	+$105K	0.06%	228

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's IWO Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 823 shares — an estimated $241K sold.

YorkBridge Wealth Partners first reported a position in IWO in Q4 2016 and held it in 12 quarters. The position peaked at $241K in Q4 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

YorkBridge Wealth Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 823 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $241K.
YorkBridge Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 12 quarters.
YorkBridge Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $241K in Q4 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.