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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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. 1,051 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.
1,051 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.