Canton Hathaway’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Canton Hathaway’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	-145	Closed	-$33K	–	247
2023 Q3	$33K	Sell	145 -15	-9%	-$3.59K	0.01%	179
2023 Q2	$39K	Hold	160	–	–	0.01%	172
2023 Q1	$36K	Hold	160	–	–	0.01%	172
2022 Q4	$34K	Sell	160 -25	-14%	-$5.48K	0.01%	183
2022 Q3	$38K	Hold	185	–	–	0.01%	167
2022 Q2	$38K	Hold	185	–	–	0.01%	182
2022 Q1	$47K	Hold	185	–	–	0.01%	190
2021 Q4	$54K	Sell	185 -11	-6%	-$3.31K	0.01%	183
2021 Q3	$58K	Hold	196	–	–	0.02%	172
2021 Q2	$61K	Hold	196	–	–	0.02%	149
2021 Q1	$59K	Hold	196	–	–	0.02%	154
2020 Q4	$56K	Buy	+196	New	+$50K	0.02%	158

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

Canton Hathaway's IWO Position: Q4 2023 in Review

Canton Hathaway sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 145 shares — an estimated $33K sold.

Canton Hathaway first reported a position in IWO in Q4 2020 and held it in 12 quarters. The position peaked at $61K in Q2 2021. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

Canton Hathaway reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Canton Hathaway sold 145 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $33K.
Canton Hathaway first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 12 quarters.
Canton Hathaway's iShares Russell 2000 Growth ETF position peaked at $61K in Q2 2021.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Canton Hathaway's 13F filing for Q4 2023, filed 30 Jan 2024.