Cardinal Strategic Wealth Guidance’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cardinal Strategic Wealth Guidance’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
2025 Q1	–	Sell	-150	Closed	-$43.2K	–	71
2024 Q4	$43.2K	Hold	150	–	–	0.01%	68
2024 Q3	$42.6K	Hold	150	–	–	0.01%	56
2024 Q2	$39.4K	Hold	150	–	–	0.01%	65
2024 Q1	$40.6K	Sell	150 -59	-28%	-$15.1K	0.02%	54
2023 Q4	$52.7K	Hold	209	–	–	0.02%	66
2023 Q3	$46.8K	Hold	209	–	–	0.02%	69
2023 Q2	$50.7K	Hold	209	–	–	0.02%	67
2023 Q1	$47.4K	Hold	209	–	–	0.02%	67
2022 Q4	$44.8K	Hold	209	–	–	0.02%	75
2022 Q3	$43K	Hold	209	–	–	0.02%	67
2022 Q2	$43K	Hold	209	–	–	0.02%	72
2022 Q1	$53K	Buy	+209	New	+$53.5K	0.02%	78

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IWO Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 150 shares — an estimated $43.2K sold.

Cardinal Strategic Wealth Guidance first reported a position in IWO in Q1 2022 and held it in 12 quarters. The position peaked at $53K in Q1 2022. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Cardinal Strategic Wealth Guidance reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 150 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $43.2K.
Cardinal Strategic Wealth Guidance first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 12 quarters.
Cardinal Strategic Wealth Guidance's iShares Russell 2000 Growth ETF position peaked at $53K in Q1 2022.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.