MWS
IWO icon

Maxwell Wealth Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Maxwell Wealth Strategies’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 		$345K Hold
1,198
– – 0.14% 95
2024
Q3 		$348K Hold
1,198
– – 0.15% 90
2024
Q2 		$315K Hold
1,198
– – 0.15% 91
2024
Q1 		$315K Hold
1,198
– – 0.16% 91
2023
Q4 		$302K Buy
+1,198
New +$270K 0.2% 79

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

Maxwell Wealth Strategies's IWO Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2024 at 1,198 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #95.

Maxwell Wealth Strategies first reported a position in IWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $348K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Maxwell Wealth Strategies held 1,198 shares of iShares Russell 2000 Growth ETF worth $345K as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 Growth ETF made up 0.14% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #95 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares Russell 2000 Growth ETF position peaked at $348K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.