Cassady Schiller Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cassady Schiller Wealth Management’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	$12.1K	Hold	42	–	–	﹤0.01%	326
2024 Q3	$11.9K	Hold	42	–	–	﹤0.01%	310
2024 Q2	$11K	Hold	42	–	–	﹤0.01%	312
2024 Q1	$11.4K	Hold	42	–	–	0.01%	327
2023 Q4	$10.6K	Sell	42 -266	-86%	-$60K	0.01%	320
2023 Q3	$69K	Hold	308	–	–	0.04%	170
2023 Q2	$74.7K	Hold	308	–	–	0.04%	168
2023 Q1	$69.8K	Hold	308	–	–	0.03%	171
2022 Q4	$66.1K	Buy	+308	New	+$67.5K	0.04%	174
2022 Q1	–	Sell	-53	Closed	-$15K	–	351
2021 Q4	$15K	Buy	+53	New	+$16K	0.01%	291

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

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 $173B AUM 20.72% 1-Year Est. Return

Cassady Schiller Wealth Management's IWO Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2024 at 42 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Cassady Schiller Wealth Management first reported a position in IWO in Q4 2021 and has held it in 10 quarters since. The position peaked at $74.7K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Cassady Schiller Wealth Management held 42 shares of iShares Russell 2000 Growth ETF worth $12.1K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #326 holding.
Cassady Schiller Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's iShares Russell 2000 Growth ETF position peaked at $74.7K in Q2 2023.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.