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

BBJS Financial Advisors’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 		$69.7K Sell
245
-55
-18% -$15.1K 0.02% 65
2024
Q2 		$78.8K Buy
300
+95
+46% +$24.7K 0.03% 60
2024
Q1 		$55.5K Hold
205
– – 0.02% 65
2023
Q4 		$51.7K Hold
205
– – 0.02% 66
2023
Q3 		$46K Hold
205
– – 0.02% 72
2023
Q2 		$49.7K Hold
205
– – 0.02% 66
2023
Q1 		$46.5K Hold
205
– – 0.02% 68
2022
Q4 		$44K Buy
+205
New +$44.9K 0.02% 78

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BBJS Financial Advisors's IWO Position: Q3 2024 in Review

BBJS Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 18% in Q3 2024, selling an estimated $15.1K and leaving 245 shares worth $69.7K. The position accounts for 0.02% of the portfolio, ranked #65.

BBJS Financial Advisors first reported a position in IWO in Q4 2022 and has held it in 8 quarters since. The position peaked at $78.8K in Q2 2024. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • BBJS Financial Advisors held 245 shares of iShares Russell 2000 Growth ETF worth $69.7K as of Q3 2024.
  • BBJS Financial Advisors sold 55 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $15.1K.
  • iShares Russell 2000 Growth ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #65 holding.
  • BBJS Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $78.8K in Q2 2024.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.