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

Good Life 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
2024
Q4 		– Sell
-1,038
Closed -$295K – 558
2024
Q3 		$295K Buy
+1,038
New +$284K 0.02% 473
2022
Q1 		– Sell
-783
Closed -$230K – 407
2021
Q4 		$230K Buy
783
+5
+0.6% +$1.51K 0.03% 340
2021
Q3 		$228K Hold
778
– – 0.03% 314
2021
Q2 		$243K Sell
778
-101
-11% -$30.4K 0.05% 261
2021
Q1 		$266K Buy
879
+96
+12% +$29.8K 0.05% 235
2020
Q4 		$223K Buy
+783
New +$200K 0.05% 234
2019
Q2 		– Sell
-1,191
Closed -$235K – 262
2019
Q1 		$235K Sell
1,191
-10
-0.8% -$1.9K 0.07% 201
2018
Q4 		$202K Buy
1,201
+4
+0.3% +$746 0.07% 217
2018
Q3 		$259K Buy
1,197
+3
+0.3% +$640 0.07% 196
2018
Q2 		$243K Sell
1,194
-107
-8% -$21.4K 0.08% 189
2018
Q1 		$242K Sell
1,301
-43
-3% -$8.26K 0.08% 181
2017
Q4 		$255K Buy
1,344
+15
+1% +$2.74K 0.08% 185
2017
Q3 		$240K Sell
1,329
-450
-25% -$76.4K 0.09% 174
2017
Q2 		$300K Buy
1,779
+3
+0.2% +$494 0.13% 137
2017
Q1 		$282K Sell
1,776
-53
-3% -$8.41K 0.13% 143
2016
Q4 		$287K Buy
+1,829
New +$273K 0.17% 101

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Good Life Advisors's IWO Position: Q4 2024 in Review

Good Life Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 1,038 shares — an estimated $295K sold.

Good Life Advisors first reported a position in IWO in Q4 2016 and held it in 16 quarters. The position peaked at $300K in Q2 2017. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Good Life Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 1,038 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $295K.
  • Good Life Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 16 quarters.
  • Good Life Advisors's iShares Russell 2000 Growth ETF position peaked at $300K in Q2 2017.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.