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Planned Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Planned Solutions’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
-4
Closed -$1.14K – 375
2024
Q3 		$1.14K Buy
+4
New +$1.1K ﹤0.01% 581
2024
Q1 		– Sell
-4
Closed -$1.01K – 316
2023
Q4 		$1.01K Buy
+4
New +$902 ﹤0.01% 536

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 $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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 $173B AUM 20.72% 1-Year Est. Return

Planned Solutions's IWO Position: Q4 2024 in Review

Planned Solutions sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 4 shares — an estimated $1.14K sold.

Planned Solutions first reported a position in IWO in Q4 2023 and held it in 2 quarters. The position peaked at $1.14K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Planned Solutions reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 4 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $1.14K.
  • Planned Solutions first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's iShares Russell 2000 Growth ETF position peaked at $1.14K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.