PWM
IWO icon

PRW Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

PRW Wealth Management’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
Q3 		$265K Sell
1,296
-525,597
-100% -$126M 0.1% 83
2023
Q2 		$86.6M Buy
526,893
+524,997
+27,690% +$120M 29.72% 1
2023
Q1 		$425K Buy
+1,896
New +$434K 0.17% 60
2022
Q4 		– Sell
-1,489
Closed -$308K – 84
2022
Q3 		$308K Buy
1,489
+13
+0.9% +$2.93K 0.15% 64
2022
Q2 		$305K Hold
1,476
– – 0.18% 62
2022
Q1 		$377K Hold
1,476
– – 0.17% 71
2021
Q4 		$433K Hold
1,476
– – 0.2% 54
2021
Q3 		$433K Buy
+1,476
New +$443K 0.22% 55

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return