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	$173K	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	$17	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

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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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