Capital Fund Management (CFM)
IWO icon

Capital Fund Management (CFM)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Capital Fund Management (CFM)’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
2019
Q1 		– Sell
-5,600
Closed -$941K – 1881
2018
Q4 		$941K Sell
5,600
-14,400
-72% -$2.69M 0.01% 1114
2018
Q3 		$4.3M Buy
+20,000
New +$4.26M 0.02% 828
2018
Q1 		– Sell
-9,400
Closed -$1.75M – 2005
2017
Q4 		$1.75M Buy
+9,400
New +$1.72M 0.01% 1031

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

Capital Fund Management (CFM)'s IWO Position: Q4 2024 in Review

Capital Fund Management (CFM) sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 10,883 shares — an estimated $3.09M sold.

Capital Fund Management (CFM) first reported a position in IWO in Q4 2016 and held it in 9 quarters. The position peaked at $6.77M in Q4 2016. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Capital Fund Management (CFM) reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 10,883 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $3.09M.
  • Capital Fund Management (CFM) first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 9 quarters.
  • Capital Fund Management (CFM)'s iShares Russell 2000 Growth ETF position peaked at $6.77M in Q4 2016.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2024, filed 13 Feb 2025.