JFG
IWO icon

JDM Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

JDM Financial Group’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
Q3 		– Sell
-17
Closed -$4.52K – 412
2024
Q2 		$4.52K Sell
17
-21
-55% -$5.45K ﹤0.01% 194
2024
Q1 		$10.2K Hold
38
– – 0.01% 142
2023
Q4 		$9.48K Buy
38
+1
+3% +$225 0.01% 138
2023
Q3 		$8.4K Hold
37
– – 0.01% 138
2023
Q2 		$9.1K Hold
37
– – 0.01% 138
2023
Q1 		$8.49K Sell
37
-21
-36% -$4.8K 0.01% 145
2022
Q4 		$12.3K Buy
+58
New +$12.7K 0.01% 121

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

JDM Financial Group's IWO Position: Q3 2024 in Review

JDM Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2024, closing a stake of 17 shares — an estimated $4.52K sold.

JDM Financial Group first reported a position in IWO in Q4 2022 and held it in 7 quarters. The position peaked at $12.3K in Q4 2022. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • JDM Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • JDM Financial Group sold 17 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $4.52K.
  • JDM Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 7 quarters.
  • JDM Financial Group's iShares Russell 2000 Growth ETF position peaked at $12.3K in Q4 2022.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on JDM Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.