Prosperity Consulting Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Prosperity Consulting Group’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
2023 Q4	–	Sell	-1,083	Closed	-$243K	–	203
2023 Q3	$243K	Sell	1,083 -296	-21%	-$70.8K	0.11%	124
2023 Q2	$335K	Sell	1,379 -245	-15%	-$56.2K	0.21%	83
2023 Q1	$368K	Buy	1,624 +97	+6%	+$22.2K	0.23%	75
2022 Q4	$328K	Sell	1,527 -419	-22%	-$91.8K	0.22%	79
2022 Q3	$402K	Sell	1,946 -27	-1%	-$6.08K	0.33%	64
2022 Q2	$407K	Sell	1,973 -128	-6%	-$28.5K	0.35%	57
2022 Q1	$537K	Buy	2,101 +656	+45%	+$168K	0.4%	55
2021 Q4	$367K	Buy	+1,445	New	+$435K	0.28%	70

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CCWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Prosperity Consulting Group's IWO Position: Q4 2023 in Review

Prosperity Consulting Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 1,083 shares — an estimated $243K sold.

Prosperity Consulting Group first reported a position in IWO in Q4 2021 and held it in 8 quarters. The position peaked at $537K in Q1 2022. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

Prosperity Consulting Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Prosperity Consulting Group sold 1,083 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $243K.
Prosperity Consulting Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 8 quarters.
Prosperity Consulting Group's iShares Russell 2000 Growth ETF position peaked at $537K in Q1 2022.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Prosperity Consulting Group's 13F filing for Q4 2023, filed 13 Feb 2024.