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LJI Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LJI Wealth Management’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
Q4 		– Sell
-1,120
Closed -$318K – 192
2024
Q3 		$318K Sell
1,120
-15
-1% -$4.11K 0.07% 142
2024
Q2 		$298K Buy
1,135
+55
+5% +$14.3K 0.07% 143
2024
Q1 		$293K Buy
1,080
+173
+19% +$44.2K 0.08% 116
2023
Q4 		$229K Sell
907
-66
-7% -$14.9K 0.06% 150
2023
Q3 		$218K Hold
973
– – 0.06% 148
2023
Q2 		$236K Hold
973
– – 0.07% 140
2023
Q1 		$221K Sell
973
-49
-5% -$11.2K 0.07% 139
2022
Q4 		$219K Buy
+1,022
New +$224K 0.08% 125

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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LJI Wealth Management's IWO Position: Q4 2024 in Review

LJI Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 1,120 shares — an estimated $318K sold.

LJI Wealth Management first reported a position in IWO in Q4 2022 and held it in 8 quarters. The position peaked at $318K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • LJI Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 1,120 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $318K.
  • LJI Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 8 quarters.
  • LJI Wealth Management's iShares Russell 2000 Growth ETF position peaked at $318K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.