E
IWO icon

ETFidea’s iShares Russell 2000 Growth ETF IWO Stock Holding History

ETFidea’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 		$630K Sell
2,220
-37
-2% -$10.1K 0.2% 64
2024
Q2 		$593K Buy
2,257
+10
+0.4% +$2.6K 0.2% 64
2024
Q1 		$608K Hold
2,247
– – 0.21% 63
2023
Q4 		$567K Hold
2,247
– – 0.21% 66
2023
Q3 		$504K Hold
2,247
– – 0.21% 66
2023
Q2 		$545K Buy
2,247
+215
+11% +$49.3K 0.22% 64
2023
Q1 		$461K Hold
2,032
– – 0.2% 70
2022
Q4 		$436K Sell
2,032
-142
-7% -$31.1K 0.2% 73
2022
Q3 		$449K Hold
2,174
– – 0.23% 65
2022
Q2 		$449K Hold
2,174
– – 0.22% 69
2022
Q1 		$556K Sell
2,174
-53
-2% -$13.6K 0.24% 62
2021
Q4 		$653K Buy
+2,227
New +$671K 0.26% 57

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

ETFidea's IWO Position: Q3 2024 in Review

ETFidea reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q3 2024, selling an estimated $10.1K and leaving 2,220 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #64.

ETFidea first reported a position in IWO in Q4 2021 and has held it in 12 quarters since. The position peaked at $653K in Q4 2021. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • ETFidea held 2,220 shares of iShares Russell 2000 Growth ETF worth $630K as of Q3 2024.
  • ETFidea sold 37 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $10.1K.
  • iShares Russell 2000 Growth ETF made up 0.2% of ETFidea's portfolio in Q3 2024, its #64 holding.
  • ETFidea first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • ETFidea's iShares Russell 2000 Growth ETF position peaked at $653K in Q4 2021.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.