Institutional & Family Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Institutional & Family Asset 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	$18.4K	Hold	70	–	–	﹤0.01%	347
2024 Q1	$19K	Hold	70	–	–	﹤0.01%	335
2023 Q4	$17.7K	Hold	70	–	–	﹤0.01%	328
2023 Q3	$15.7K	Hold	70	–	–	﹤0.01%	329
2023 Q2	$17K	Hold	70	–	–	﹤0.01%	326
2023 Q1	$15.9K	Hold	70	–	–	﹤0.01%	335
2022 Q4	$15K	Hold	70	–	–	﹤0.01%	332
2022 Q3	$14K	Sell	70 -12	-15%	-$2.7K	﹤0.01%	345
2022 Q2	$17K	Hold	82	–	–	﹤0.01%	332
2022 Q1	$21K	Sell	82 -10	-11%	-$2.56K	﹤0.01%	347
2021 Q4	$27K	Buy	92 +10	+12%	+$3.01K	﹤0.01%	335
2021 Q3	$24K	Hold	82	–	–	﹤0.01%	436
2021 Q2	$26K	Hold	82	–	–	﹤0.01%	436
2021 Q1	$25K	Sell	82 -119	-59%	-$36.9K	﹤0.01%	462
2020 Q4	$58K	Hold	201	–	–	0.01%	305
2020 Q3	$45K	Buy	201 +12	+6%	+$2.63K	0.01%	296
2020 Q2	$39K	Buy	189 +29	+18%	+$5.42K	0.01%	325
2020 Q1	$25K	Hold	160	–	–	0.01%	343
2019 Q4	$34K	Hold	160	–	–	0.01%	360
2019 Q3	$31K	Hold	160	–	–	0.01%	348
2019 Q2	$32K	Hold	160	–	–	0.01%	358
2019 Q1	$31K	Hold	160	–	–	0.01%	377
2018 Q4	$27K	Sell	160 -2,314	-94%	-$432K	0.01%	371
2018 Q3	$532K	Buy	2,474 +975	+65%	+$208K	0.11%	113
2018 Q2	$306K	Buy	1,499 +1,339	+837%	+$268K	0.06%	152
2018 Q1	$30K	Buy	+160	New	+$30.7K	0.01%	372
2016 Q2	–	Sell	-1,989	Closed	-$277K	–	126
2016 Q1	$277K	Hold	1,989	–	–	0.1%	113
2015 Q4	$277K	Buy	+1,989	New	+$282K	0.1%	112

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institutional & Family Asset Management's IWO Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2024 at 70 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Institutional & Family Asset Management first reported a position in IWO in Q4 2015 and has held it in 28 quarters since. The position peaked at $532K in Q3 2018. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

Institutional & Family Asset Management held 70 shares of iShares Russell 2000 Growth ETF worth $18.4K as of Q2 2024.
Institutional & Family Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2024.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #347 holding.
Institutional & Family Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 28 quarters since.
Institutional & Family Asset Management's iShares Russell 2000 Growth ETF position peaked at $532K in Q3 2018.
900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.