Norwood Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Norwood Financial’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	$33.8K	Hold	125	–	–	0.05%	181
2023 Q4	$31.5K	Hold	125	–	–	0.05%	172
2023 Q3	$28K	Hold	125	–	–	0.05%	175
2023 Q2	$30.3K	Hold	125	–	–	0.05%	173
2023 Q1	$28.4K	Hold	125	–	–	0.04%	170
2022 Q4	$26.8K	Hold	125	–	–	0.04%	168
2022 Q3	$26K	Hold	125	–	–	0.05%	170
2022 Q2	$26K	Sell	125 -25	-17%	-$5.57K	0.04%	167
2022 Q1	$38K	Buy	150 +15	+11%	+$3.84K	0.06%	156
2021 Q4	$40K	Buy	+135	New	+$40.7K	0.06%	155

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Norwood Financial's IWO Position: Q1 2024 in Review

Norwood Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2024 at 125 shares worth $33.8K. The position accounts for 0.05% of the portfolio, ranked #181.

Norwood Financial first reported a position in IWO in Q4 2021 and has held it in 10 quarters since. The position peaked at $40K in Q4 2021. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Norwood Financial held 125 shares of iShares Russell 2000 Growth ETF worth $33.8K as of Q1 2024.
Norwood Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2024.
iShares Russell 2000 Growth ETF made up 0.05% of Norwood Financial's portfolio in Q1 2024, its #181 holding.
Norwood Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Norwood Financial's iShares Russell 2000 Growth ETF position peaked at $40K in Q4 2021.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.