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Lake Street Advisors Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lake Street Advisors 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
Q1 		– Sell
-886
Closed -$224K – 667
2023
Q4 		$224K Buy
+886
New +$200K 0.01% 518

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lake Street Advisors Group's IWO Position: Q1 2024 in Review

Lake Street Advisors Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 886 shares — an estimated $224K sold.

Lake Street Advisors Group first reported a position in IWO in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Lake Street Advisors Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 886 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $224K.
  • Lake Street Advisors Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's iShares Russell 2000 Growth ETF position peaked at $224K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.