A detailed history of Morris Capital Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Morris Capital Advisors, LLC holds 1,131 shares of IWO stock, worth $313,547. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,131
Previous 1,131 -0.0%
Holding current value
$313,547
Previous $233,000 0.43%
% of portfolio
0.22%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022

BUY
$234.1 - $296.68 $9,129 - $11,570
39 Added 3.57%
1,131 $289,000
Q4 2021

Feb 09, 2022

SELL
$280.02 - $327.35 $359,545 - $420,317
-1,284 Reduced 54.04%
1,092 $320,000
Q1 2021

Apr 16, 2021

SELL
$282.5 - $336.63 $98,875 - $117,820
-350 Reduced 12.84%
2,376 $715,000
Q4 2020

Jan 19, 2021

BUY
$223.17 - $294.86 $608,361 - $803,788
2,726 New
2,726 $782,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Morris Capital Advisors, LLC Portfolio

Follow Morris Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Capital Advisors, LLC with notifications on news.