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Beacon Investment Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-1,285
Closed -$288K – 274
2023
Q3 		$288K Buy
+1,285
New +$308K 0.01% 238

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beacon Investment Advisory Services's IWO Position: Q4 2023 in Review

Beacon Investment Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 1,285 shares — an estimated $288K sold.

Beacon Investment Advisory Services first reported a position in IWO in Q3 2023 and held it in 1 quarter. The position peaked at $288K in Q3 2023. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Beacon Investment Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,285 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $288K.
  • Beacon Investment Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Beacon Investment Advisory Services's iShares Russell 2000 Growth ETF position peaked at $288K in Q3 2023.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2023, filed 12 Feb 2024.