PCMC
IWO icon

Planning Capital Management Corporation’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Planning Capital Management Corporation’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
Q3 		$442K Buy
1,557
+970
+165% +$266K 0.29% 55
2024
Q2 		$154K Buy
587
+284
+94% +$73.7K 0.11% 102
2024
Q1 		$82.2K Buy
+303
New +$77.4K 0.06% 150

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Planning Capital Management Corporation's IWO Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Russell 2000 Growth ETF (IWO) stake by 165% in Q3 2024, buying an estimated $266K and bringing the position to 1,557 shares worth $442K. The position accounts for 0.29% of the portfolio, ranked #55.

Planning Capital Management Corporation first reported a position in IWO in Q1 2024 and has held it in 3 quarters since. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Planning Capital Management Corporation held 1,557 shares of iShares Russell 2000 Growth ETF worth $442K as of Q3 2024.
  • Planning Capital Management Corporation bought 970 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $266K.
  • iShares Russell 2000 Growth ETF made up 0.29% of Planning Capital Management Corporation's portfolio in Q3 2024, its #55 holding.
  • Planning Capital Management Corporation first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.