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Ingalls & Snyder LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ingalls & Snyder LLC’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
2025
Q1 		– Sell
-757
Closed -$218K – 461
2024
Q4 		$218K Sell
757
-150
-17% -$44.4K 0.01% 399
2024
Q3 		$258K Hold
907
– – 0.01% 386
2024
Q2 		$238K Sell
907
-380
-30% -$98.6K 0.01% 375
2024
Q1 		$349K Hold
1,287
– – 0.02% 331
2023
Q4 		$325K Hold
1,287
– – 0.01% 340
2023
Q3 		$288K Hold
1,287
– – 0.01% 347
2023
Q2 		$312K Hold
1,287
– – 0.01% 348
2023
Q1 		$292K Buy
1,287
+27
+2% +$6.18K 0.02% 347
2022
Q4 		$270K Hold
1,260
– – 0.01% 362
2022
Q3 		$260K Sell
1,260
-150
-11% -$33.8K 0.01% 351
2022
Q2 		$291K Sell
1,410
-240
-15% -$53.5K 0.02% 351
2022
Q1 		$422K Hold
1,650
– – 0.02% 326
2021
Q4 		$484K Hold
1,650
– – 0.02% 312
2021
Q3 		$484K Hold
1,650
– – 0.02% 314
2021
Q2 		$514K Hold
1,650
– – 0.02% 308
2021
Q1 		$496K Hold
1,650
– – 0.02% 295
2020
Q4 		$473K Sell
1,650
-180
-10% -$45.9K 0.02% 292
2020
Q3 		$405K Hold
1,830
– – 0.03% 267
2020
Q2 		$379K Hold
1,830
– – 0.02% 290
2020
Q1 		$289K Sell
1,830
-2,260
-55% -$449K 0.02% 324
2019
Q4 		$876K Sell
4,090
-360
-8% -$73.1K 0.05% 209
2019
Q3 		$858K Hold
4,450
– – 0.04% 234
2019
Q2 		$894K Buy
+4,450
New +$880K 0.04% 235

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ingalls & Snyder LLC's IWO Position: Q1 2025 in Review

Ingalls & Snyder LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 757 shares — an estimated $218K sold.

Ingalls & Snyder LLC first reported a position in IWO in Q2 2019 and held it in 23 quarters. The position peaked at $894K in Q2 2019. 960 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Ingalls & Snyder LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 757 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $218K.
  • Ingalls & Snyder LLC first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 23 quarters.
  • Ingalls & Snyder LLC's iShares Russell 2000 Growth ETF position peaked at $894K in Q2 2019.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2025, filed 12 May 2025.