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GoalVest Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

GoalVest Advisory’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
-4
Closed -$1.14K – 411
2024
Q3 		$1.14K Hold
4
– – ﹤0.01% 358
2024
Q2 		$1.05K Sell
4
-76
-95% -$19.7K ﹤0.01% 301
2024
Q1 		$21.7K Buy
+80
New +$20.4K 0.01% 264
2023
Q4 		– Sell
-38
Closed -$8.52K – 432
2023
Q3 		$8.52K Buy
+38
New +$9.09K ﹤0.01% 304
2021
Q1 		– Sell
-32
Closed -$9K – 202
2020
Q4 		$9K Buy
+32
New +$8.16K 0.01% 169

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GoalVest Advisory's IWO Position: Q4 2024 in Review

GoalVest Advisory sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 4 shares — an estimated $1.14K sold.

GoalVest Advisory first reported a position in IWO in Q4 2020 and held it in 5 quarters. The position peaked at $21.7K in Q1 2024. 1,053 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • GoalVest Advisory reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 4 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $1.14K.
  • GoalVest Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 5 quarters.
  • GoalVest Advisory's iShares Russell 2000 Growth ETF position peaked at $21.7K in Q1 2024.
  • 1,053 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.