LWS Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$242K	Buy	960 +10	+1%	+$2.25K	0.09%	58
2023 Q3	$213K	Buy	950 +6	+0.6%	+$1.44K	0.09%	54
2023 Q2	$229K	Sell	944 -42	-4%	-$9.63K	0.1%	56
2023 Q1	$224K	Sell	986 -25	-2%	-$5.72K	0.09%	57
2022 Q4	$217K	Sell	1,011 -14	-1%	-$3.07K	0.09%	57
2022 Q3	$212K	Buy	1,025 +4	+0.4%	+$900	0.08%	58
2022 Q2	$211K	Buy	1,021 +195	+24%	+$43.5K	0.1%	59
2022 Q1	$211K	Hold	826	–	–	0.09%	56
2021 Q4	$242K	Buy	826 +1	+0.1%	+$301	0.1%	55
2021 Q3	$242K	Hold	825	–	–	0.11%	55
2021 Q2	$257K	Sell	825 -1	-0.1%	-$301	0.11%	51
2021 Q1	$248K	Sell	826 -242	-23%	-$75.1K	0.11%	54
2020 Q4	$306K	Sell	1,068 -32	-3%	-$8.16K	0.14%	51
2020 Q3	$244K	Sell	1,100 -64	-5%	-$14K	0.12%	53
2020 Q2	$241K	Buy	+1,164	New	+$218K	0.13%	53
2020 Q1	–	Sell	-1,183	Closed	-$253K	–	63
2019 Q4	$253K	Buy	+1,183	New	+$240K	0.13%	51

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

LWS Wealth Advisors's IWO Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q4 2023, buying an estimated $2.25K and bringing the position to 960 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #58.

LWS Wealth Advisors first reported a position in IWO in Q4 2019 and has held it in 16 quarters since. The position peaked at $306K in Q4 2020. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

LWS Wealth Advisors held 960 shares of iShares Russell 2000 Growth ETF worth $242K as of Q4 2023.
LWS Wealth Advisors bought 10 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $2.25K.
iShares Russell 2000 Growth ETF made up 0.09% of LWS Wealth Advisors's portfolio in Q4 2023, its #58 holding.
LWS Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 16 quarters since.
LWS Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $306K in Q4 2020.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.