EK
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Evensky & Katz’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Evensky & Katz’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 		– Sell
-41
Closed -$12K – 79
2024
Q3 		$12K Sell
41
-4
-9% -$1.1K ﹤0.01% 81
2024
Q2 		$12K Hold
45
– – ﹤0.01% 81
2024
Q1 		$12K Hold
45
– – ﹤0.01% 84
2023
Q4 		$11K Buy
45
+1
+2% +$225 ﹤0.01% 82
2023
Q3 		$10K Hold
44
– – ﹤0.01% 83
2023
Q2 		$11K Hold
44
– – ﹤0.01% 84
2023
Q1 		$10K Buy
+44
New +$10.1K ﹤0.01% 83
2022
Q2 		– Sell
-44
Closed -$11K – 79
2022
Q1 		$11K Hold
44
– – ﹤0.01% 74
2021
Q4 		$13K Hold
44
– – ﹤0.01% 72
2021
Q3 		$13K Hold
44
– – ﹤0.01% 69
2021
Q2 		$14K Sell
44
-9
-17% -$2.71K ﹤0.01% 70
2021
Q1 		$16K Sell
53
-6
-10% -$1.86K ﹤0.01% 71
2020
Q4 		$17K Hold
59
– – ﹤0.01% 69
2020
Q3 		$13K Hold
59
– – ﹤0.01% 73
2020
Q2 		$12K Buy
59
+1
+2% +$187 ﹤0.01% 81
2020
Q1 		$9K Sell
58
-22
-28% -$4.37K ﹤0.01% 93
2019
Q4 		$17K Sell
80
-13
-14% -$2.64K ﹤0.01% 93
2019
Q3 		$18K Buy
93
+1
+1% +$198 ﹤0.01% 102
2019
Q2 		$19K Sell
92
-11
-11% -$2.17K ﹤0.01% 101
2019
Q1 		$20K Buy
+103
New +$19.6K ﹤0.01% 101

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

Evensky & Katz's IWO Position: Q4 2024 in Review

Evensky & Katz sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 41 shares — an estimated $12K sold.

Evensky & Katz first reported a position in IWO in Q1 2019 and held it in 20 quarters. The position peaked at $20K in Q1 2019. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Evensky & Katz reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Evensky & Katz sold 41 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $12K.
  • Evensky & Katz first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 20 quarters.
  • Evensky & Katz's iShares Russell 2000 Growth ETF position peaked at $20K in Q1 2019.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Evensky & Katz's 13F filing for Q4 2024, filed 14 Feb 2025.