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Brown Shipley & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Brown Shipley & Co’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
-175
Closed -$44.2K – 103
2023
Q4 		$44.2K Hold
175
– – 0.02% 71
2023
Q3 		$39.2K Hold
175
– – 0.02% 70
2023
Q2 		$42.5K Hold
175
– – 0.02% 90
2023
Q1 		$39.7K Buy
+175
New +$40K 0.03% 84

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

Brown Shipley & Co's IWO Position: Q1 2024 in Review

Brown Shipley & Co sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 175 shares — an estimated $44.2K sold.

Brown Shipley & Co first reported a position in IWO in Q1 2023 and held it in 4 quarters. The position peaked at $44.2K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Brown Shipley & Co reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Brown Shipley & Co sold 175 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $44.2K.
  • Brown Shipley & Co first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 4 quarters.
  • Brown Shipley & Co's iShares Russell 2000 Growth ETF position peaked at $44.2K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Brown Shipley & Co's 13F filing for Q1 2024, filed 14 May 2024.