Private Capital Management (Colorado)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Private Capital Management (Colorado)’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	$21.3K	Hold	74	–	–	﹤0.01%	192
2024 Q3	$21K	Hold	74	–	–	﹤0.01%	259
2024 Q2	$19.4K	Sell	74 -101	-58%	-$26.2K	﹤0.01%	212
2024 Q1	$47.4K	Buy	175 +34	+24%	+$8.69K	0.01%	194
2023 Q4	$35.6K	Hold	141	–	–	0.01%	184
2023 Q3	$31.6K	Hold	141	–	–	0.01%	173
2023 Q2	$34.2K	Sell	141 -26	-16%	-$5.96K	0.01%	166
2023 Q1	$37.9K	Buy	+167	New	+$38.2K	0.01%	178

Other funds holding IWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Private Capital Management (Colorado)'s IWO Position: Q4 2024 in Review

Private Capital Management (Colorado) held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2024 at 74 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Private Capital Management (Colorado) first reported a position in IWO in Q1 2023 and has held it in 8 quarters since. The position peaked at $47.4K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Private Capital Management (Colorado) held 74 shares of iShares Russell 2000 Growth ETF worth $21.3K as of Q4 2024.
Private Capital Management (Colorado) left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #192 holding.
Private Capital Management (Colorado) first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 8 quarters since.
Private Capital Management (Colorado)'s iShares Russell 2000 Growth ETF position peaked at $47.4K in Q1 2024.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.