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Householder Group Estate & Retirement Specialist’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Householder Group Estate & Retirement Specialist’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
-199
Closed -$56K – 877
2024
Q3 		$56K Hold
199
– – 0.02% 461
2024
Q2 		$52K Buy
199
+150
+306% +$38.9K 0.01% 464
2024
Q1 		$13.3K Hold
49
– – ﹤0.01% 755
2023
Q4 		$12K Hold
49
– – ﹤0.01% 729
2023
Q3 		$11K Buy
+49
New +$11.7K ﹤0.01% 768
2023
Q1 		$11K Buy
+49
New +$11.2K ﹤0.01% 783
2022
Q4 		– Sell
-94
Closed -$19K – 721
2022
Q3 		$19K Buy
+94
New +$21.2K 0.01% 585

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 $5.64B AUM 18.33% 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 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 199 shares — an estimated $56K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWO in Q3 2022 and held it in 7 quarters. The position peaked at $56K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 199 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $56K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Russell 2000 Growth ETF position peaked at $56K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.