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Mairs & Power Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mairs & Power Inc’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
-717
Closed -$204K – 234
2024
Q3 		$204K Sell
717
-215
-23% -$58.9K ﹤0.01% 223
2024
Q2 		$245K Hold
932
– – ﹤0.01% 196
2024
Q1 		$252K Sell
932
-615
-40% -$157K ﹤0.01% 199
2023
Q4 		$390K Sell
1,547
-426
-22% -$96K ﹤0.01% 182
2023
Q3 		$442K Buy
+1,973
New +$472K 0.01% 168
2022
Q1 		– Sell
-694
Closed -$203K – 224
2021
Q4 		$203K Buy
+694
New +$209K ﹤0.01% 216

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

Mairs & Power Inc's IWO Position: Q4 2024 in Review

Mairs & Power Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 717 shares — an estimated $204K sold.

Mairs & Power Inc first reported a position in IWO in Q4 2021 and held it in 6 quarters. The position peaked at $442K in Q3 2023. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Mairs & Power Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Mairs & Power Inc sold 717 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $204K.
  • Mairs & Power Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 6 quarters.
  • Mairs & Power Inc's iShares Russell 2000 Growth ETF position peaked at $442K in Q3 2023.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Mairs & Power Inc's 13F filing for Q4 2024, filed 14 Feb 2025.