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Hardy Reed’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hardy Reed’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
Q1 		– Sell
-2,256
Closed -$569K – 123
2023
Q4 		$569K Buy
+2,256
New +$509K 0.08% 61
2020
Q1 		– Sell
-680
Closed -$146K – 68
2019
Q4 		$146K Buy
+680
New +$138K 0.05% 70

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hardy Reed's IWO Position: Q1 2024 in Review

Hardy Reed sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 2,256 shares — an estimated $569K sold.

Hardy Reed first reported a position in IWO in Q4 2019 and held it in 2 quarters. The position peaked at $569K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Hardy Reed reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Hardy Reed sold 2,256 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $569K.
  • Hardy Reed first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Hardy Reed's iShares Russell 2000 Growth ETF position peaked at $569K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Hardy Reed's 13F filing for Q1 2024, filed 2 May 2024.