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Mitchell Sinkler & Starr’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-1,716
Closed -$433K – 209
2023
Q4 		$433K Buy
+1,716
New +$387K 0.08% 137

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mitchell Sinkler & Starr's IWO Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 1,716 shares — an estimated $433K sold.

Mitchell Sinkler & Starr first reported a position in IWO in Q4 2023 and held it in 1 quarter. The position peaked at $433K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 1,716 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $433K.
  • Mitchell Sinkler & Starr first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares Russell 2000 Growth ETF position peaked at $433K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.