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

Forza 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
Q4 		– Sell
-2,280
Closed -$511K – 179
2023
Q3 		$511K Hold
2,280
– – 0.26% 109
2023
Q2 		$553K Buy
2,280
+40
+2% +$9.17K 0.28% 102
2023
Q1 		$508K Buy
+2,240
New +$512K 0.26% 114

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 $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Forza Wealth Management's IWO Position: Q4 2023 in Review

Forza Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 2,280 shares — an estimated $511K sold.

Forza Wealth Management first reported a position in IWO in Q1 2023 and held it in 3 quarters. The position peaked at $553K in Q2 2023. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Forza Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 2,280 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $511K.
  • Forza Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's iShares Russell 2000 Growth ETF position peaked at $553K in Q2 2023.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.