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Eagle Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Eagle Asset 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
Q3 		$1.27M Buy
4,095
+629
+18% +$172K 0.01% 477
2024
Q2 		$903K Buy
+3,466
New +$900K ﹤0.01% 508
2024
Q1 		– Sell
-16,411
Closed -$4.14M – 589
2023
Q4 		$4.14M Buy
16,411
+13,945
+565% +$3.14M 0.02% 390
2023
Q3 		$553K Buy
+2,466
New +$590K ﹤0.01% 494
2023
Q1 		– Sell
-14,631
Closed -$3.11M – 559
2022
Q4 		$3.11M Buy
14,631
+2,097
+17% +$459K 0.02% 394
2022
Q3 		$2.59M Buy
12,534
+5,386
+75% +$1.21M 0.02% 413
2022
Q2 		$1.47M Buy
+7,148
New +$1.59M 0.01% 460
2022
Q1 		– Sell
-14,498
Closed -$4.27M – 605
2021
Q4 		$4.27M Buy
+14,498
New +$4.37M 0.02% 422
2020
Q2 		– Sell
-17,721
Closed -$2.8M – 596
2020
Q1 		$2.8M Buy
17,721
+4,740
+37% +$941K 0.02% 431
2019
Q4 		$2.78M Buy
12,981
+11,609
+846% +$2.36M 0.01% 481
2019
Q3 		$264K Sell
1,372
-200
-13% -$39.7K ﹤0.01% 612
2019
Q2 		$315K Buy
+1,572
New +$311K ﹤0.01% 614
2019
Q1 		– Sell
-45,258
Closed -$7.6M – 622
2018
Q4 		$7.6M Buy
+45,258
New +$8.44M 0.05% 318
2017
Q2 		– Sell
-1,432
Closed -$231K – 652
2017
Q1 		$231K Sell
1,432
-7,318
-84% -$1.16M ﹤0.01% 635
2016
Q4 		$1.35M Buy
+8,750
New +$1.31M 0.01% 581
2016
Q2 		– Sell
-132,265
Closed -$17.5M – 642
2016
Q1 		$17.5M Buy
132,265
+113,428
+602% +$14.2M 0.12% 241
2015
Q4 		$2.62M Buy
18,837
+16,977
+913% +$2.41M 0.02% 514
2015
Q3 		$249K Buy
+1,860
New +$276K ﹤0.01% 627
2015
Q1 		– Sell
-12,649
Closed -$1.8M – 626
2014
Q4 		$1.8M Buy
+12,649
New +$1.71M 0.01% 559

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Eagle Asset Management's IWO Position: Q3 2024 in Review

Eagle Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 18% in Q3 2024, buying an estimated $172K and bringing the position to 4,095 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #477.

Eagle Asset Management first reported a position in IWO in Q4 2014 and has held it in 19 quarters since. The position peaked at $17.5M in Q1 2016. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Eagle Asset Management held 4,095 shares of iShares Russell 2000 Growth ETF worth $1.27M as of Q3 2024.
  • Eagle Asset Management bought 629 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $172K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Eagle Asset Management's portfolio in Q3 2024, its #477 holding.
  • Eagle Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 19 quarters since.
  • Eagle Asset Management's iShares Russell 2000 Growth ETF position peaked at $17.5M in Q1 2016.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.