9258 Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

9258 Wealth 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
2024 Q3	$212K	Buy	+748	New	+$205K	0.03%	334
2024 Q2	–	Sell	-1,209	Closed	-$327K	–	350
2024 Q1	$327K	Sell	1,209 -6	-0.5%	-$1.53K	0.05%	258
2023 Q4	$306K	Sell	1,215 -161	-12%	-$36.3K	0.05%	252
2023 Q3	$308K	Sell	1,376 -111	-7%	-$26.6K	0.06%	240
2023 Q2	$361K	Sell	1,487 -2	-0.1%	-$459	0.07%	231
2023 Q1	$338K	Hold	1,489	–	–	0.07%	236
2022 Q4	$319K	Sell	1,489 -97	-6%	-$21.3K	0.07%	240
2022 Q3	$328K	Sell	1,586 -19	-1%	-$4.28K	0.08%	223
2022 Q2	$331K	Sell	1,605 -264	-14%	-$58.9K	0.08%	232
2022 Q1	$478K	Sell	1,869 -22	-1%	-$5.63K	0.11%	195
2021 Q4	$554K	Buy	1,891 +911	+93%	+$275K	0.13%	177
2021 Q3	$288K	Sell	980 -3	-0.3%	-$901	0.08%	267
2021 Q2	$306K	Buy	983 +4	+0.4%	+$1.2K	0.08%	259
2021 Q1	$294K	Hold	979	–	–	0.09%	250
2020 Q4	$281K	Buy	+979	New	+$250K	0.09%	239

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

9258 Wealth Management's IWO Position: Q3 2024 in Review

9258 Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2024: 748 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #334 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in IWO as recently as Q1 2024.

9258 Wealth Management first reported a position in IWO in Q4 2020 and has held it in 15 quarters since. The position peaked at $554K in Q4 2021. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

9258 Wealth Management held 748 shares of iShares Russell 2000 Growth ETF worth $212K as of Q3 2024.
iShares Russell 2000 Growth ETF was a new 9258 Wealth Management position in Q3 2024.
iShares Russell 2000 Growth ETF made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #334 holding.
9258 Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
9258 Wealth Management's iShares Russell 2000 Growth ETF position peaked at $554K in Q4 2021.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.