ECG
IWO icon

Edge Capital Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Edge Capital 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
Q4 		$258K Hold
896
– – 0.01% 282
2024
Q3 		$254K Hold
896
– – 0.01% 282
2024
Q2 		$235K Hold
896
– – 0.01% 290
2024
Q1 		$243K Hold
896
– – 0.01% 293
2023
Q4 		$226K Sell
896
-360
-29% -$81.1K 0.01% 286
2023
Q3 		$282K Hold
1,256
– – 0.02% 241
2023
Q2 		$305K Buy
+1,256
New +$288K 0.02% 257

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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Edge Capital Group's IWO Position: Q4 2024 in Review

Edge Capital Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2024 at 896 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #282.

Edge Capital Group first reported a position in IWO in Q2 2023 and has held it in 7 quarters since. The position peaked at $305K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Edge Capital Group held 896 shares of iShares Russell 2000 Growth ETF worth $258K as of Q4 2024.
  • Edge Capital Group left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 Growth ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #282 holding.
  • Edge Capital Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 7 quarters since.
  • Edge Capital Group's iShares Russell 2000 Growth ETF position peaked at $305K in Q2 2023.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.