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Gradient Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gradient Investments’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
Q3 		– Sell
-577
Closed -$151K – 826
2024
Q2 		$151K Buy
577
+329
+133% +$85.4K ﹤0.01% 346
2024
Q1 		$67.3K Buy
248
+25
+11% +$6.39K ﹤0.01% 397
2023
Q4 		$56.2K Buy
223
+84
+60% +$18.9K ﹤0.01% 519
2023
Q3 		$31.2K Hold
139
– – ﹤0.01% 597
2023
Q2 		$33.7K Hold
139
– – ﹤0.01% 584
2023
Q1 		$31.5K Sell
139
-54
-28% -$12.4K ﹤0.01% 582
2022
Q4 		$41.4K Sell
193
-205
-52% -$44.9K ﹤0.01% 535
2022
Q3 		$82K Buy
398
+120
+43% +$27K ﹤0.01% 403
2022
Q2 		$57K Buy
278
+125
+82% +$27.9K ﹤0.01% 451
2022
Q1 		$39K Buy
153
+8
+6% +$2.05K ﹤0.01% 521
2021
Q4 		$42K Sell
145
-74
-34% -$22.3K ﹤0.01% 507
2021
Q3 		$64K Buy
219
+77
+54% +$23.1K ﹤0.01% 450
2021
Q2 		$44K Sell
142
-53
-27% -$15.9K ﹤0.01% 486
2021
Q1 		$59K Buy
195
+69
+55% +$21.4K ﹤0.01% 439
2020
Q4 		$28K Hold
126
– – ﹤0.01% 502
2020
Q3 		$28K Sell
126
-11
-8% -$2.41K ﹤0.01% 505
2020
Q2 		$28K Hold
137
– – ﹤0.01% 468
2020
Q1 		$22K Buy
137
+11
+9% +$2.18K ﹤0.01% 494
2019
Q4 		$27K Sell
126
-11
-8% -$2.23K ﹤0.01% 516
2019
Q3 		$26K Sell
137
-17
-11% -$3.37K ﹤0.01% 486
2019
Q2 		$31K Sell
154
-9
-6% -$1.78K ﹤0.01% 448
2019
Q1 		$32K Sell
163
-1,674
-91% -$318K ﹤0.01% 388
2018
Q4 		$309K Sell
1,837
-40,641
-96% -$7.58M 0.02% 201
2018
Q3 		$9.14M Sell
42,478
-3,976
-9% -$848K 0.47% 54
2018
Q2 		$9.49M Sell
46,454
-5,615
-11% -$1.12M 0.51% 32
2018
Q1 		$9.92M Sell
52,069
-138,331
-73% -$26.6M 0.54% 26
2017
Q4 		$35.5M Buy
190,400
+3,533
+2% +$645K 2.05% 8
2017
Q3 		$33.4M Buy
186,867
+13,579
+8% +$2.31M 2.14% 11
2017
Q2 		$29.2M Buy
173,288
+14,670
+9% +$2.41M 2.05% 10
2017
Q1 		$25.6M Buy
158,618
+7,205
+5% +$1.14M 1.96% 9
2016
Q4 		$23.3M Buy
151,413
+1,111
+0.7% +$166K 2.04% 8
2016
Q3 		$22.4M Sell
150,302
-3,163
-2% -$461K 2.2% 8
2016
Q2 		$21.1M Sell
153,465
-4,111
-3% -$555K 2.28% 9
2016
Q1 		$20.9M Buy
157,576
+16,255
+12% +$2.03M 2.58% 8
2015
Q4 		$19.7M Buy
+141,321
New +$20M 2.62% 8

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Gradient Investments's IWO Position: Q3 2024 in Review

Gradient Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2024, closing a stake of 577 shares — an estimated $151K sold.

Gradient Investments first reported a position in IWO in Q4 2015 and held it in 35 quarters. The position peaked at $35.5M in Q4 2017. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Gradient Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 577 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $151K.
  • Gradient Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 35 quarters.
  • Gradient Investments's iShares Russell 2000 Growth ETF position peaked at $35.5M in Q4 2017.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.