RE Dickinson Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RE Dickinson Investment Advisors’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	$17.3K	Hold	60	–	–	0.01%	143
2024 Q3	$17K	Hold	60	–	–	0.01%	141
2024 Q2	$15.8K	Hold	60	–	–	0.01%	141
2024 Q1	$16K	Sell	60 -4	-6%	-$1.02K	0.01%	137
2023 Q4	$16K	Hold	64	–	–	0.01%	142
2023 Q3	$14K	Hold	64	–	–	0.01%	153
2023 Q2	$16K	Sell	64 -131	-67%	-$30K	0.01%	230
2023 Q1	$44K	Buy	195 +131	+205%	+$30K	0.01%	164
2022 Q4	$14K	Sell	64 -17	-21%	-$3.73K	0.01%	234
2022 Q3	$17K	Hold	81	–	–	0.01%	125
2022 Q2	$17K	Sell	81 -45	-36%	-$10K	﹤0.01%	140
2022 Q1	$32K	Sell	126 -8,298	-99%	-$2.12M	0.02%	113
2021 Q4	$2.47M	Buy	+8,424	New	+$2.54M	1.87%	18

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RE Dickinson Investment Advisors's IWO Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2024 at 60 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #143.

RE Dickinson Investment Advisors first reported a position in IWO in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.47M in Q4 2021. 1,053 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

RE Dickinson Investment Advisors held 60 shares of iShares Russell 2000 Growth ETF worth $17.3K as of Q4 2024.
RE Dickinson Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 2000 Growth ETF made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #143 holding.
RE Dickinson Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $2.47M in Q4 2021.
1,053 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.