Pittenger & Anderson Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pittenger & Anderson Inc’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	-155	Closed	-$44K	–	450
2024 Q3	$44K	Hold	155	–	–	﹤0.01%	301
2024 Q2	$40.7K	Hold	155	–	–	﹤0.01%	304
2024 Q1	$42K	Hold	155	–	–	﹤0.01%	301
2023 Q4	$39.1K	Hold	155	–	–	﹤0.01%	303
2023 Q3	$34.7K	Hold	155	–	–	﹤0.01%	287
2023 Q2	$37.6K	Hold	155	–	–	﹤0.01%	289
2023 Q1	$35.2K	Hold	155	–	–	﹤0.01%	295
2022 Q4	$33.3K	Hold	155	–	–	﹤0.01%	297
2022 Q3	$32K	Hold	155	–	–	﹤0.01%	294
2022 Q2	$32K	Hold	155	–	–	﹤0.01%	289
2022 Q1	$40K	Hold	155	–	–	﹤0.01%	286
2021 Q4	$45K	Hold	155	–	–	﹤0.01%	273
2021 Q3	$46K	Hold	155	–	–	﹤0.01%	278
2021 Q2	$48K	Hold	155	–	–	﹤0.01%	263
2021 Q1	$47K	Hold	155	–	–	﹤0.01%	257
2020 Q4	$44K	Hold	155	–	–	﹤0.01%	261
2020 Q3	$34K	Hold	155	–	–	﹤0.01%	260
2020 Q2	$32K	Hold	155	–	–	﹤0.01%	262
2020 Q1	$25K	Hold	155	–	–	﹤0.01%	264
2019 Q4	$33K	Hold	155	–	–	﹤0.01%	286
2019 Q3	$30K	Sell	155 -100	-39%	-$19.8K	﹤0.01%	285
2019 Q2	$51K	Hold	255	–	–	﹤0.01%	264
2019 Q1	$50K	Hold	255	–	–	﹤0.01%	267
2018 Q4	$43K	Sell	255 -55	-18%	-$10.3K	﹤0.01%	263
2018 Q3	$67K	Hold	310	–	–	0.01%	252
2018 Q2	$63K	Sell	310 -52	-14%	-$10.4K	0.01%	254
2018 Q1	$69K	Hold	362	–	–	0.01%	254
2017 Q4	$68K	Hold	362	–	–	0.01%	257
2017 Q3	$65K	Hold	362	–	–	0.01%	253
2017 Q2	$61K	Hold	362	–	–	0.01%	261
2017 Q1	$59K	Hold	362	–	–	0.01%	256
2016 Q4	$56K	Hold	362	–	–	0.01%	259
2016 Q3	$54K	Buy	+362	New	+$52.8K	0.01%	260

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pittenger & Anderson Inc's IWO Position: Q4 2024 in Review

Pittenger & Anderson Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 155 shares — an estimated $44K sold.

Pittenger & Anderson Inc first reported a position in IWO in Q3 2016 and held it in 33 quarters. The position peaked at $69K in Q1 2018. 1,053 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Pittenger & Anderson Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Pittenger & Anderson Inc sold 155 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $44K.
Pittenger & Anderson Inc first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and held it in 33 quarters.
Pittenger & Anderson Inc's iShares Russell 2000 Growth ETF position peaked at $69K in Q1 2018.
1,053 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2024, filed 31 Jan 2025.