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NVWM LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NVWM LLC’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
-16
Closed -$4.33K – 651
2024
Q1 		$4.33K Buy
+16
New +$4.09K ﹤0.01% 320

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NVWM LLC's IWO Position: Q2 2024 in Review

NVWM LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 16 shares — an estimated $4.33K sold.

NVWM LLC first reported a position in IWO in Q1 2024 and held it in 1 quarter. The position peaked at $4.33K in Q1 2024. 902 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • NVWM LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • NVWM LLC sold 16 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $4.33K.
  • NVWM LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 1 quarter.
  • NVWM LLC's iShares Russell 2000 Growth ETF position peaked at $4.33K in Q1 2024.
  • 902 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on NVWM LLC's 13F filing for Q2 2024, filed 13 Aug 2024.