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New Covenant Trust Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New Covenant Trust Company’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
Q2 		– Sell
-280
Closed -$75.8K – 250
2024
Q1 		$75.8K Buy
+280
New +$71.5K 0.08% 148

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Wells Fargo
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CCWM
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Goldman Sachs
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Commonwealth Equity Services
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New Covenant Trust Company's IWO Position: Q2 2024 in Review

New Covenant Trust Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 280 shares — an estimated $75.8K sold.

New Covenant Trust Company first reported a position in IWO in Q1 2024 and held it in 1 quarter. The position peaked at $75.8K in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • New Covenant Trust Company reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • New Covenant Trust Company sold 280 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $75.8K.
  • New Covenant Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 1 quarter.
  • New Covenant Trust Company's iShares Russell 2000 Growth ETF position peaked at $75.8K in Q1 2024.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on New Covenant Trust Company's 13F filing for Q2 2024, filed 30 Jul 2024.