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

Crown Wealth Group’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
Q2 		– Sell
-1,091
Closed -$295K – 114
2024
Q1 		$295K Buy
+1,091
New +$279K 0.15% 73

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crown Wealth Group's IWO Position: Q2 2024 in Review

Crown Wealth Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 1,091 shares — an estimated $295K sold.

Crown Wealth Group first reported a position in IWO in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Crown Wealth Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Crown Wealth Group sold 1,091 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $295K.
  • Crown Wealth Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Crown Wealth Group's iShares Russell 2000 Growth ETF position peaked at $295K in Q1 2024.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Crown Wealth Group's 13F filing for Q2 2024, filed 26 Jul 2024.