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LMR Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LMR 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
-643
Closed -$174K – 1202
2024
Q1 		$174K Sell
643
-526
-45% -$134K ﹤0.01% 883
2023
Q4 		$295K Hold
1,169
– – ﹤0.01% 702
2023
Q3 		$262K Hold
1,169
– – ﹤0.01% 617
2023
Q2 		$284K Hold
1,169
– – ﹤0.01% 557
2023
Q1 		$265K Buy
+1,169
New +$267K ﹤0.01% 815

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

LMR Partners's IWO Position: Q2 2024 in Review

LMR Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 643 shares — an estimated $174K sold.

LMR Partners first reported a position in IWO in Q1 2023 and held it in 5 quarters. The position peaked at $295K in Q4 2023. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • LMR Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • LMR Partners sold 643 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $174K.
  • LMR Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 5 quarters.
  • LMR Partners's iShares Russell 2000 Growth ETF position peaked at $295K in Q4 2023.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on LMR Partners's 13F filing for Q2 2024, filed 14 Aug 2024.