LWMG LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LWMG LLC’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	$1.71M	Buy	6,039 +402	+7%	+$110K	0.33%	25
2024 Q2	$1.48M	Buy	5,637 +232	+4%	+$60.2K	0.31%	29
2024 Q1	$1.46M	Buy	5,405 +433	+9%	+$111K	0.34%	27
2023 Q4	$1.25M	Buy	4,972 +498	+11%	+$112K	0.31%	29
2023 Q3	$1M	Sell	4,474 -993	-18%	-$238K	0.28%	31
2023 Q2	$1.33M	Buy	5,467 +245	+5%	+$56.2K	0.37%	28
2023 Q1	$1.18M	Sell	5,222 -3,217	-38%	-$736K	0.37%	28
2022 Q4	$1.81M	Buy	+8,439	New	+$1.85M	0.65%	29

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

LWMG LLC's IWO Position: Q3 2024 in Review

LWMG LLC increased its iShares Russell 2000 Growth ETF (IWO) stake by 7.1% in Q3 2024, buying an estimated $110K and bringing the position to 6,039 shares worth $1.71M. The position accounts for 0.33% of the portfolio, ranked #25.

LWMG LLC first reported a position in IWO in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2022. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

LWMG LLC held 6,039 shares of iShares Russell 2000 Growth ETF worth $1.71M as of Q3 2024.
LWMG LLC bought 402 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $110K.
iShares Russell 2000 Growth ETF made up 0.33% of LWMG LLC's portfolio in Q3 2024, its #25 holding.
LWMG LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
LWMG LLC's iShares Russell 2000 Growth ETF position peaked at $1.81M in Q4 2022.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.