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Private Portfolio Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Private Portfolio Partners’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 		$675K Buy
2,347
+1
+0% +$296 0.12% 131
2024
Q3 		$666K Buy
+2,346
New +$643K 0.12% 128
2024
Q2 		– Sell
-2,356
Closed -$638K – 172
2024
Q1 		$638K Sell
2,356
-74
-3% -$18.9K 0.13% 126
2023
Q4 		$613K Buy
2,430
+31
+1% +$6.99K 0.14% 121
2023
Q3 		$538K Sell
2,399
-148
-6% -$35.4K 0.14% 122
2023
Q2 		$618K Buy
2,547
+134
+6% +$30.7K 0.16% 106
2023
Q1 		$547K Buy
2,413
+246
+11% +$56.3K 0.15% 113
2022
Q4 		$465K Buy
2,167
+839
+63% +$184K 0.12% 152
2022
Q3 		$274K Hold
1,328
– – 0.08% 206
2022
Q2 		$274K Sell
1,328
-68
-5% -$15.2K 0.08% 211
2022
Q1 		$357K Buy
1,396
+205
+17% +$52.5K 0.09% 202
2021
Q4 		$349K Buy
1,191
+6
+0.5% +$1.81K 0.09% 198
2021
Q3 		$348K Buy
1,185
+21
+2% +$6.31K 0.1% 187
2021
Q2 		$363K Sell
1,164
-362
-24% -$109K 0.11% 179
2021
Q1 		$459K Sell
1,526
-58
-4% -$18K 0.15% 130
2020
Q4 		$454K Hold
1,584
– – 0.16% 122
2020
Q3 		$351K Sell
1,584
-59
-4% -$12.9K 0.14% 143
2020
Q2 		$340K Sell
1,643
-78
-5% -$14.6K 0.16% 128
2020
Q1 		$272K Sell
1,721
-59
-3% -$11.7K 0.14% 141
2019
Q4 		$381K Sell
1,780
-86
-5% -$17.5K 0.17% 127
2019
Q3 		$360K Sell
1,866
-14
-0.7% -$2.78K 0.17% 127
2019
Q2 		$378K Sell
1,880
-29
-2% -$5.74K 0.16% 147
2019
Q1 		$376K Hold
1,909
– – 0.2% 119
2018
Q4 		$321K Buy
+1,909
New +$356K 0.2% 120

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

Private Portfolio Partners's IWO Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.04% in Q4 2024, buying an estimated $296 and bringing the position to 2,347 shares worth $675K. The position accounts for 0.12% of the portfolio, ranked #131.

Private Portfolio Partners first reported a position in IWO in Q4 2018 and has held it in 24 quarters since. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Private Portfolio Partners held 2,347 shares of iShares Russell 2000 Growth ETF worth $675K as of Q4 2024.
  • Private Portfolio Partners bought 1 iShares Russell 2000 Growth ETF share in Q4 2024, an estimated $296.
  • iShares Russell 2000 Growth ETF made up 0.12% of Private Portfolio Partners's portfolio in Q4 2024, its #131 holding.
  • Private Portfolio Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.