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Indiana Trust & Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Indiana Trust & Investment Management’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
Q2 		– Sell
-3
Closed -$812 – 470
2024
Q1 		$812 Hold
3
– – ﹤0.01% 460
2023
Q4 		$757 Hold
3
– – ﹤0.01% 435
2023
Q3 		$672 Buy
+3
New +$718 ﹤0.01% 427

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Indiana Trust & Investment Management's IWO Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 3 shares — an estimated $812 sold.

Indiana Trust & Investment Management first reported a position in IWO in Q3 2023 and held it in 3 quarters. The position peaked at $812 in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 3 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $812.
  • Indiana Trust & Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's iShares Russell 2000 Growth ETF position peaked at $812 in Q1 2024.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.