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Mutual of America Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mutual of America Capital Management’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
-7,653
Closed -$2.17M – 1452
2024
Q3 		$2.17M Sell
7,653
-8,309
-52% -$2.28M 0.02% 865
2024
Q2 		$4.19M Sell
15,962
-1,874
-11% -$486K 0.05% 540
2024
Q1 		$4.83M Buy
+17,836
New +$4.56M 0.05% 496
2023
Q4 		– Sell
-27,479
Closed -$6.16M – 1469
2023
Q3 		$6.16M Buy
27,479
+12,638
+85% +$3.02M 0.08% 287
2023
Q2 		$3.6M Sell
14,841
-16,679
-53% -$3.82M 0.04% 640
2023
Q1 		$7.15M Buy
31,520
+16,141
+105% +$3.69M 0.08% 272
2022
Q4 		$3.3M Sell
15,379
-35,680
-70% -$7.82M 0.04% 676
2022
Q3 		$10.5M Buy
51,059
+17,453
+52% +$3.93M 0.14% 118
2022
Q2 		$6.93M Buy
33,606
+2,763
+9% +$616K 0.09% 272
2022
Q1 		$7.89M Buy
30,843
+8,609
+39% +$2.2M 0.08% 302
2021
Q4 		$6.52M Sell
22,234
-22,821
-51% -$6.88M 0.07% 419
2021
Q3 		$13.2M Sell
45,055
-8,126
-15% -$2.44M 0.13% 122
2021
Q2 		$16.6M Buy
53,181
+47,027
+764% +$14.1M 0.16% 95
2021
Q1 		$1.85M Sell
6,154
-9,434
-61% -$2.93M 0.02% 986
2020
Q4 		$4.47M Buy
+15,588
New +$3.97M 0.05% 509
2020
Q1 		– Sell
-23,165
Closed -$4.96M – 1698
2019
Q4 		$4.96M Buy
23,165
+22,686
+4,736% +$4.6M 0.06% 434
2019
Q3 		$92K Sell
479
-249
-34% -$49.4K ﹤0.01% 1210
2019
Q2 		$146K Sell
728
-185
-20% -$36.6K ﹤0.01% 1156
2019
Q1 		$180K Buy
+913
New +$174K ﹤0.01% 1142
2017
Q3 		– Sell
-7,702
Closed -$1.3M – 1217
2017
Q2 		$1.3M Sell
7,702
-7,505
-49% -$1.24M 0.02% 996
2017
Q1 		$2.46M Buy
+15,207
New +$2.41M 0.04% 708
2016
Q2 		– Sell
-9,400
Closed -$1.25M – 1230
2016
Q1 		$1.25M Buy
+9,400
New +$1.17M 0.03% 901
2015
Q4 		– Sell
-11,000
Closed -$1.47M – 1254
2015
Q3 		$1.47M Sell
11,000
-9,400
-46% -$1.39M 0.03% 806
2015
Q2 		$3.15M Buy
+20,400
New +$3.13M 0.07% 433
2014
Q4 		– Sell
-41,701
Closed -$5.41M – 1251
2014
Q3 		$5.41M Buy
41,701
+28,400
+214% +$3.81M 0.13% 169
2014
Q2 		$1.84M Buy
13,301
+6,600
+98% +$868K 0.04% 732
2014
Q1 		$912K Buy
+6,701
New +$916K 0.02% 1009
2013
Q4 		– Sell
-22,500
Closed -$2.83M – 1233
2013
Q3 		$2.83M Sell
22,500
-6,244
-22% -$752K 0.08% 406
2013
Q2 		$3.21M Buy
+28,744
New +$3.14M 0.09% 286

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 $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $202B AUM 37.79% 1-Year Est. Return

Mutual of America Capital Management's IWO Position: Q4 2024 in Review

Mutual of America Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 7,653 shares — an estimated $2.17M sold.

Mutual of America Capital Management first reported a position in IWO in Q2 2013 and held it in 29 quarters. The position peaked at $16.6M in Q2 2021. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Mutual of America Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 7,653 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $2.17M.
  • Mutual of America Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 29 quarters.
  • Mutual of America Capital Management's iShares Russell 2000 Growth ETF position peaked at $16.6M in Q2 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Mutual of America Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.