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

Baystate 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
2023 Q4	$50.5K	Buy	200 +1	+0.5%	+$225	﹤0.01%	386
2023 Q3	$44.7K	Hold	199	–	–	﹤0.01%	353
2023 Q2	$48.4K	Sell	199 -16	-7%	-$3.67K	﹤0.01%	334
2023 Q1	$48.8K	Buy	215 +1	+0.5%	+$229	﹤0.01%	339
2022 Q4	$46K	Buy	214 +15	+8%	+$3.29K	﹤0.01%	338
2022 Q3	$41K	Buy	199 +16	+9%	+$3.6K	﹤0.01%	329
2022 Q2	$38K	Sell	183 -26	-12%	-$5.8K	﹤0.01%	351
2022 Q1	$54K	Sell	209 -198	-49%	-$50.7K	﹤0.01%	308
2021 Q4	$119K	Buy	407 +198	+95%	+$59.7K	0.01%	223
2021 Q3	$61K	Hold	209	–	–	0.01%	275
2021 Q2	$65K	Buy	+209	New	+$62.9K	0.01%	249
2021 Q1	–	Sell	-22	Closed	-$6K	–	774
2020 Q4	$6K	Hold	22	–	–	﹤0.01%	477
2020 Q3	$5K	Hold	22	–	–	﹤0.01%	462
2020 Q2	$5K	Buy	+22	New	+$4.11K	﹤0.01%	463
2019 Q1	–	Sell	-42	Closed	-$8K	–	689
2018 Q4	$8K	Hold	42	–	–	﹤0.01%	394
2018 Q3	$8K	Hold	42	–	–	﹤0.01%	394
2018 Q2	$9K	Buy	+42	New	+$8.4K	﹤0.01%	385
2013 Q3	–	Sell	-142	Closed	-$16K	–	131
2013 Q2	$16K	Buy	+142	New	+$15.5K	0.01%	165

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

CCWM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Baystate Wealth Management's IWO Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.5% in Q4 2023, buying an estimated $225 and bringing the position to 200 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Baystate Wealth Management first reported a position in IWO in Q2 2013 and has held it in 18 quarters since. The position peaked at $119K in Q4 2021. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

Baystate Wealth Management held 200 shares of iShares Russell 2000 Growth ETF worth $50.5K as of Q4 2023.
Baystate Wealth Management bought 1 iShares Russell 2000 Growth ETF share in Q4 2023, an estimated $225.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #386 holding.
Baystate Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 18 quarters since.
Baystate Wealth Management's iShares Russell 2000 Growth ETF position peaked at $119K in Q4 2021.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.