Ziegler Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ziegler Capital Management’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	-750	Closed	-$220K	–	401
2021 Q4	$220K	Hold	750	–	–	0.01%	412
2021 Q3	$220K	Hold	750	–	–	0.01%	417
2021 Q2	$234K	Hold	750	–	–	0.01%	419
2021 Q1	$226K	Hold	750	–	–	0.01%	417
2020 Q4	$215K	Buy	+750	New	+$191K	0.01%	415

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

Ziegler Capital Management's IWO Position: Q1 2022 in Review

Ziegler Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2022, closing a stake of 750 shares — an estimated $220K sold.

Ziegler Capital Management first reported a position in IWO in Q4 2020 and held it in 5 quarters. The position peaked at $234K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Ziegler Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Ziegler Capital Management sold 750 iShares Russell 2000 Growth ETF shares in Q1 2022, an estimated $220K.
Ziegler Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 5 quarters.
Ziegler Capital Management's iShares Russell 2000 Growth ETF position peaked at $234K in Q2 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

Based on Ziegler Capital Management's 13F filing for Q1 2022, filed 4 May 2022.