BCM
IWO icon

Blume Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Blume Capital 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
Q4 		– Sell
-24
Closed -$6.82K – 343
2024
Q3 		$6.82K Buy
+24
New +$6.57K ﹤0.01% 290
2020
Q2 		– Sell
-103
Closed -$16K – 229
2020
Q1 		$16K Buy
+103
New +$20.4K 0.01% 152

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
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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Blume Capital Management's IWO Position: Q4 2024 in Review

Blume Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 24 shares — an estimated $6.82K sold.

Blume Capital Management first reported a position in IWO in Q1 2020 and held it in 2 quarters. The position peaked at $16K in Q1 2020. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Blume Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Blume Capital Management sold 24 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $6.82K.
  • Blume Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and held it in 2 quarters.
  • Blume Capital Management's iShares Russell 2000 Growth ETF position peaked at $16K in Q1 2020.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Blume Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.