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

Endurance Wealth 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
2023 Q2	$7K	Hold	27	–	–	﹤0.01%	523
2023 Q1	$6K	Hold	27	–	–	﹤0.01%	537
2022 Q4	$6K	Hold	27	–	–	﹤0.01%	517
2022 Q3	$6K	Hold	27	–	–	﹤0.01%	505
2022 Q2	$6K	Buy	+27	New	+$6.02K	﹤0.01%	521

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Endurance Wealth Management's IWO Position: Q2 2023 in Review

Endurance Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2023 at 27 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Endurance Wealth Management first reported a position in IWO in Q2 2022 and has held it in 5 quarters since. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Endurance Wealth Management held 27 shares of iShares Russell 2000 Growth ETF worth $7K as of Q2 2023.
Endurance Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #523 holding.
Endurance Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 5 quarters since.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.