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Hart & Patterson Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hart & Patterson Financial Group’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 		$257K Sell
892
-62
-6% -$18.3K 0.12% 65
2024
Q3 		$271K Sell
954
-61
-6% -$16.7K 0.13% 64
2024
Q2 		$266K Sell
1,015
-81
-7% -$21K 0.13% 57
2024
Q1 		$297K Sell
1,096
-61
-5% -$15.6K 0.15% 55
2023
Q4 		$292K Buy
+1,157
New +$261K 0.15% 52

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 $424B AUM 22.94% 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

Hart & Patterson Financial Group's IWO Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.5% in Q4 2024, selling an estimated $18.3K and leaving 892 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #65.

Hart & Patterson Financial Group first reported a position in IWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $297K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Hart & Patterson Financial Group held 892 shares of iShares Russell 2000 Growth ETF worth $257K as of Q4 2024.
  • Hart & Patterson Financial Group sold 62 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $18.3K.
  • iShares Russell 2000 Growth ETF made up 0.12% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #65 holding.
  • Hart & Patterson Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares Russell 2000 Growth ETF position peaked at $297K in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.