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Apexium Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Apexium Financial’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
Q1 		– Sell
-1,103
Closed -$278K – 261
2023
Q4 		$278K Buy
+1,103
New +$249K 0.02% 222

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Apexium Financial's IWO Position: Q1 2024 in Review

Apexium Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 1,103 shares — an estimated $278K sold.

Apexium Financial first reported a position in IWO in Q4 2023 and held it in 1 quarter. The position peaked at $278K in Q4 2023. 935 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Apexium Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 1,103 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $278K.
  • Apexium Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Apexium Financial's iShares Russell 2000 Growth ETF position peaked at $278K in Q4 2023.
  • 935 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.