FA
IWO icon

FDx Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FDx Advisors’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
Q4 		– Sell
-15,743
Closed -$3.53M – 695
2023
Q3 		$3.53M Buy
15,743
+14,020
+814% +$3.36M 0.29% 88
2023
Q2 		$418K Buy
+1,723
New +$395K 0.02% 501
2022
Q1 		– Sell
-1,112
Closed -$326K – 878
2021
Q4 		$326K Buy
+1,112
New +$335K 0.01% 672
2020
Q2 		– Sell
-1,973
Closed -$312K – 604
2020
Q1 		$312K Buy
1,973
+745
+61% +$148K 0.02% 375
2019
Q4 		$263K Buy
+1,228
New +$249K 0.01% 527
2019
Q2 		– Sell
-1,094
Closed -$215K – 817
2019
Q1 		$215K Buy
+1,094
New +$208K 0.01% 712
2018
Q4 		– Sell
-12,010
Closed -$2.58M – 683
2018
Q3 		$2.58M Sell
12,010
-2,481
-17% -$529K 0.1% 168
2018
Q2 		$2.96M Buy
14,491
+2,043
+16% +$409K 0.11% 155
2018
Q1 		$2.37M Buy
12,448
+11,092
+818% +$2.13M 0.07% 249
2017
Q4 		$253K Sell
1,356
-211
-13% -$38.5K 0.01% 1105
2017
Q3 		$280K Sell
1,567
-2,871
-65% -$488K 0.01% 1067
2017
Q2 		$749K Sell
4,438
-535
-11% -$88.1K 0.02% 615
2017
Q1 		$804K Buy
4,973
+2,745
+123% +$436K 0.02% 600
2016
Q4 		$343K Buy
2,228
+791
+55% +$118K 0.01% 912
2016
Q3 		$214K Buy
+1,437
New +$209K 0.01% 865
2015
Q4 		– Sell
-1,596
Closed -$214K – 890
2015
Q3 		$214K Sell
1,596
-1,327
-45% -$197K 0.02% 700
2015
Q2 		$452K Buy
2,923
+323
+12% +$49.5K 0.02% 613
2015
Q1 		$399K Buy
+2,600
New +$379K 0.01% 1071

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FDx Advisors's IWO Position: Q4 2023 in Review

FDx Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 15,743 shares — an estimated $3.53M sold.

FDx Advisors first reported a position in IWO in Q1 2015 and held it in 18 quarters. The position peaked at $3.53M in Q3 2023. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • FDx Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • FDx Advisors sold 15,743 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $3.53M.
  • FDx Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 18 quarters.
  • FDx Advisors's iShares Russell 2000 Growth ETF position peaked at $3.53M in Q3 2023.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.