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

Lee Financial’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	-270	Closed	-$68.1K	–	503
2023 Q4	$68.1K	Hold	270	–	–	0.01%	206
2023 Q3	$60.5K	Hold	270	–	–	0.01%	199
2023 Q2	$65.5K	Hold	270	–	–	0.01%	199
2023 Q1	$61.2K	Hold	270	–	–	0.01%	218
2022 Q4	$57.9K	Hold	270	–	–	0.01%	243
2022 Q3	$56K	Hold	270	–	–	0.01%	241
2022 Q2	$56K	Buy	+270	New	+$60.2K	0.01%	237
2020 Q3	–	Sell	-90	Closed	-$19K	–	546
2020 Q2	$19K	Hold	90	–	–	0.01%	284
2020 Q1	$14K	Hold	90	–	–	﹤0.01%	261
2019 Q4	$19K	Hold	90	–	–	﹤0.01%	257
2019 Q3	$17K	Hold	90	–	–	﹤0.01%	268
2019 Q2	$18K	Buy	+90	New	+$17.8K	﹤0.01%	272

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lee Financial's IWO Position: Q1 2024 in Review

Lee Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 270 shares — an estimated $68.1K sold.

Lee Financial first reported a position in IWO in Q2 2019 and held it in 12 quarters. The position peaked at $68.1K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Lee Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 270 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $68.1K.
Lee Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 12 quarters.
Lee Financial's iShares Russell 2000 Growth ETF position peaked at $68.1K in Q4 2023.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.