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Girard Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Girard Partners’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
Q2 		$575K Sell
2,188
-282
-11% -$73.2K 0.05% 174
2024
Q1 		$669K Sell
2,470
-510
-17% -$130K 0.06% 164
2023
Q4 		$752K Buy
2,980
+1,273
+75% +$287K 0.08% 164
2023
Q3 		$383K Sell
1,707
-4
-0.2% -$957 0.04% 185
2023
Q2 		$415K Sell
1,711
-49
-3% -$11.2K 0.04% 187
2023
Q1 		$399K Sell
1,760
-4,805
-73% -$1.1M 0.04% 191
2022
Q4 		$1.41M Buy
6,565
+4,867
+287% +$1.07M 0.16% 125
2022
Q3 		$350K Sell
1,698
-6
-0.4% -$1.35K 0.05% 186
2022
Q2 		$351K Buy
1,704
+2
+0.1% +$446 0.04% 183
2022
Q1 		$435K Sell
1,702
-22
-1% -$5.63K 0.05% 178
2021
Q4 		$505K Sell
1,724
-6
-0.3% -$1.81K 0.05% 164
2021
Q3 		$507K Sell
1,730
-2
-0.1% -$601 0.06% 160
2021
Q2 		$540K Sell
1,732
-38
-2% -$11.4K 0.07% 156
2021
Q1 		$532K Sell
1,770
-62
-3% -$19.2K 0.08% 147
2020
Q4 		$525K Sell
1,832
-8
-0.4% -$2.04K 0.08% 144
2020
Q3 		$407K Sell
1,840
-98
-5% -$21.4K 0.07% 160
2020
Q2 		$400K Sell
1,938
-58
-3% -$10.8K 0.07% 153
2020
Q1 		$315K Buy
+1,996
New +$396K 0.06% 169
2019
Q3 		– Sell
-1,235
Closed -$248K – 223
2019
Q2 		$248K Sell
1,235
-1
-0.1% -$198 0.04% 216
2019
Q1 		$243K Sell
1,236
-115
-9% -$21.9K 0.05% 217
2018
Q4 		$227K Buy
1,351
+91
+7% +$17K 0.05% 221
2018
Q3 		$271K Sell
1,260
-745
-37% -$159K 0.05% 210
2018
Q2 		$410K Sell
2,005
-992
-33% -$198K 0.08% 187
2018
Q1 		$571K Sell
2,997
-377
-11% -$72.4K 0.13% 140
2017
Q4 		$630K Sell
3,374
-4,410
-57% -$805K 0.12% 152
2017
Q3 		$1.39M Buy
7,784
+903
+13% +$153K 0.29% 90
2017
Q2 		$1.16M Buy
6,881
+972
+16% +$160K 0.25% 102
2017
Q1 		$955K Buy
5,909
+698
+13% +$111K 0.23% 102
2016
Q4 		$802K Buy
5,211
+964
+23% +$144K 0.23% 112
2016
Q3 		$632K Buy
4,247
+2,040
+92% +$297K 0.21% 111
2016
Q2 		$303K Buy
+2,207
New +$298K 0.12% 155

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

Girard Partners's IWO Position: Q2 2024 in Review

Girard Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2024, selling an estimated $73.2K and leaving 2,188 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #174.

Girard Partners first reported a position in IWO in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.41M in Q4 2022. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Girard Partners held 2,188 shares of iShares Russell 2000 Growth ETF worth $575K as of Q2 2024.
  • Girard Partners sold 282 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $73.2K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Girard Partners's portfolio in Q2 2024, its #174 holding.
  • Girard Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 31 quarters since.
  • Girard Partners's iShares Russell 2000 Growth ETF position peaked at $1.41M in Q4 2022.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.