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K.J. Harrison & Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

K.J. Harrison & 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
Q2 		– Sell
-928
Closed -$251K – 204
2024
Q1 		$251K Buy
+928
New +$237K 0.04% 187
2021
Q3 		– Sell
-4,212
Closed -$1.31K – 394
2021
Q2 		$1.31K Sell
4,212
-3,288
-44% -$989K 0.14% 138
2021
Q1 		$2.25M Buy
7,500
+300
+4% +$93.1K 0.35% 83
2020
Q4 		$2.06M Buy
+7,200
New +$1.84M 0.34% 98

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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

K.J. Harrison & Partners's IWO Position: Q2 2024 in Review

K.J. Harrison & Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 928 shares — an estimated $251K sold.

K.J. Harrison & Partners first reported a position in IWO in Q4 2020 and held it in 4 quarters. The position peaked at $2.25M in Q1 2021. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • K.J. Harrison & Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • K.J. Harrison & Partners sold 928 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $251K.
  • K.J. Harrison & Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 4 quarters.
  • K.J. Harrison & Partners's iShares Russell 2000 Growth ETF position peaked at $2.25M in Q1 2021.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on K.J. Harrison & Partners's 13F filing for Q2 2024, filed 26 Jul 2024.