Cary Street Partners Investment Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cary Street Partners Investment Advisory’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	-794	Closed	-$225K	–	635
2024 Q3	$225K	Sell	794 -23	-3%	-$6.3K	0.01%	698
2024 Q2	$214K	Buy	817 +6	+0.7%	+$1.56K	0.01%	695
2024 Q1	$220K	Buy	+811	New	+$207K	0.01%	646
2023 Q4	–	Sell	-644	Closed	-$144K	–	1229
2023 Q3	$144K	Buy	644 +116	+22%	+$27.8K	0.01%	628
2023 Q2	$128K	Buy	528 +168	+47%	+$38.5K	0.01%	618
2023 Q1	$81.7K	Sell	360 -456	-56%	-$104K	0.01%	639
2022 Q4	$175K	Buy	+816	New	+$179K	0.01%	491
2020 Q4	–	Sell	-530	Closed	-$117K	–	618
2020 Q3	$117K	Buy	+530	New	+$116K	0.02%	351

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 $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cary Street Partners Investment Advisory's IWO Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 794 shares — an estimated $225K sold.

Cary Street Partners Investment Advisory first reported a position in IWO in Q3 2020 and held it in 8 quarters. The position peaked at $225K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 794 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $225K.
Cary Street Partners Investment Advisory first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 8 quarters.
Cary Street Partners Investment Advisory's iShares Russell 2000 Growth ETF position peaked at $225K in Q3 2024.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.