Janiczek Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Janiczek Wealth 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	$526	Hold	2	–	–	﹤0.01%	998
2024 Q1	$542	Hold	2	–	–	﹤0.01%	999
2023 Q4	$505	Hold	2	–	–	﹤0.01%	1001
2023 Q3	$449	Hold	2	–	–	﹤0.01%	986
2023 Q2	$486	Hold	2	–	–	﹤0.01%	906
2023 Q1	$452	Hold	2	–	–	﹤0.01%	915
2022 Q4	$458	Hold	2	–	–	﹤0.01%	920
2022 Q3	$0	Hold	2	–	–	﹤0.01%	986
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1003
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	869
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	926
2021 Q3	$1K	Buy	+2	New	+$601	﹤0.01%	901

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

Janiczek Wealth Management's IWO Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2024 at 2 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Janiczek Wealth Management first reported a position in IWO in Q3 2021 and has held it in 12 quarters since. The position peaked at $1K in Q1 2022. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

Janiczek Wealth Management held 2 shares of iShares Russell 2000 Growth ETF worth $526 as of Q2 2024.
Janiczek Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2024.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #998 holding.
Janiczek Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1K in Q1 2022.
900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.