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Kowal Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kowal Investment 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 		$531K Sell
1,868
-9
-0.5% -$2.46K 0.1% 110
2024
Q2 		$493K Sell
1,877
-204
-10% -$53K 0.1% 107
2024
Q1 		$564K Sell
2,081
-75
-3% -$19.2K 0.12% 95
2023
Q4 		$544K Buy
2,156
+1,143
+113% +$258K 0.13% 88
2023
Q3 		$227K Sell
1,013
-14
-1% -$3.35K 0.06% 137
2023
Q2 		$249K Buy
+1,027
New +$235K 0.07% 138

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

Kowal Investment Group's IWO Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.48% in Q3 2024, selling an estimated $2.46K and leaving 1,868 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #110.

Kowal Investment Group first reported a position in IWO in Q2 2023 and has held it in 6 quarters since. The position peaked at $564K in Q1 2024. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Kowal Investment Group held 1,868 shares of iShares Russell 2000 Growth ETF worth $531K as of Q3 2024.
  • Kowal Investment Group sold 9 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $2.46K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Kowal Investment Group's portfolio in Q3 2024, its #110 holding.
  • Kowal Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 6 quarters since.
  • Kowal Investment Group's iShares Russell 2000 Growth ETF position peaked at $564K in Q1 2024.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.