Concord Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Concord Investment Counsel’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 Q1	$408K	Buy	+1,507	New	+$385K	0.15%	41

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CCWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Concord Investment Counsel's IWO Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2024: 1,507 shares worth $408K. The stake represents 0.15% of the portfolio and ranks #41 among its holdings.

933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Concord Investment Counsel held 1,507 shares of iShares Russell 2000 Growth ETF worth $408K as of Q1 2024.
iShares Russell 2000 Growth ETF was a new Concord Investment Counsel position in Q1 2024.
iShares Russell 2000 Growth ETF made up 0.15% of Concord Investment Counsel's portfolio in Q1 2024, its #41 holding.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.