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CIC Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CIC Wealth’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
Q3 		$204K Buy
+717
New +$196K 0.05% 169
2023
Q3 		– Sell
-1,094
Closed -$265K – 156
2023
Q2 		$265K Sell
1,094
-54
-5% -$12.4K 0.09% 123
2023
Q1 		$260K Hold
1,148
– – 0.1% 127
2022
Q4 		$246K Buy
+1,148
New +$252K 0.1% 133

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

CIC Wealth's IWO Position: Q3 2024 in Review

CIC Wealth opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2024: 717 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings. This is a return to the name: CIC Wealth previously reported a position in IWO as recently as Q2 2023.

CIC Wealth first reported a position in IWO in Q4 2022 and has held it in 4 quarters since. The position peaked at $265K in Q2 2023. 965 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • CIC Wealth held 717 shares of iShares Russell 2000 Growth ETF worth $204K as of Q3 2024.
  • iShares Russell 2000 Growth ETF was a new CIC Wealth position in Q3 2024.
  • iShares Russell 2000 Growth ETF made up 0.05% of CIC Wealth's portfolio in Q3 2024, its #169 holding.
  • CIC Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 4 quarters since.
  • CIC Wealth's iShares Russell 2000 Growth ETF position peaked at $265K in Q2 2023.
  • 965 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.