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Jaffetilchin Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Jaffetilchin Investment Partners’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
-118
Closed -$33.4K – 831
2024
Q3 		$33.4K Buy
+118
New +$32.3K ﹤0.01% 649
2018
Q4 		– Sell
-1,082
Closed -$233K – 307
2018
Q3 		$233K Buy
+1,082
New +$231K 0.05% 266

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

Jaffetilchin Investment Partners's IWO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 118 shares — an estimated $33.4K sold.

Jaffetilchin Investment Partners first reported a position in IWO in Q3 2018 and held it in 2 quarters. The position peaked at $233K in Q3 2018. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 118 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $33.4K.
  • Jaffetilchin Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's iShares Russell 2000 Growth ETF position peaked at $233K in Q3 2018.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.