RWG
IWO icon

Regal Wealth Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Regal Wealth 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 		$749K Sell
3,084
-35
-1% -$7.89K 0.46% 24
2023
Q3 		$699K Sell
3,119
-234
-7% -$56K 0.48% 23
2023
Q2 		$799K Sell
3,353
-10,070
-75% -$2.31M 0.52% 23
2023
Q1 		$3.06M Sell
13,423
-4,133
-24% -$945K 2.17% 14
2022
Q4 		$3.77M Buy
17,556
+212
+1% +$46.4K 2.77% 13
2022
Q3 		$3.66M Buy
17,344
+351
+2% +$79K 2.83% 12
2022
Q2 		$3.51M Buy
16,993
+180
+1% +$40.1K 2.53% 12
2022
Q1 		$4.1M Buy
16,813
+16
+0.1% +$4.09K 2.56% 13
2021
Q4 		$4.92M Sell
16,797
-2,626
-14% -$791K 2.77% 12
2021
Q3 		$5.7M Sell
19,423
-39
-0.2% -$11.7K 3.43% 11
2021
Q2 		$6.07M Buy
19,462
+2,973
+18% +$894K 3.58% 10
2021
Q1 		$4.96M Sell
16,489
-114
-0.7% -$35.4K 2.91% 12
2020
Q4 		$4.76M Buy
16,603
+1,684
+11% +$429K 2.9% 11
2020
Q3 		$3.31M Sell
14,919
-287
-2% -$62.8K 2.57% 11
2020
Q2 		$3.15M Sell
15,206
-404
-3% -$75.6K 2.6% 11
2020
Q1 		$2.47M Sell
15,610
-3,187
-17% -$633K 2.42% 11
2019
Q4 		$4.03M Buy
18,797
+329
+2% +$66.8K 2.61% 11
2019
Q3 		$3.56M Buy
18,468
+16,008
+651% +$3.17M 2.44% 12
2019
Q2 		$494K Buy
2,460
+3
+0.1% +$593 0.34% 25
2019
Q1 		$483K Sell
2,457
-61
-2% -$11.6K 0.35% 24
2018
Q4 		$423K Sell
2,518
-8
-0.3% -$1.49K 0.39% 24
2018
Q3 		$543K Buy
2,526
+2
+0.1% +$426 0.37% 24
2018
Q2 		$516K Sell
2,524
-123
-5% -$24.6K 0.55% 24
2018
Q1 		$504K Buy
2,647
+3
+0.1% +$576 0.39% 23
2017
Q4 		$494K Sell
2,644
-165
-6% -$30.1K 0.35% 24
2017
Q3 		$503K Buy
2,809
+6
+0.2% +$1.02K 0.37% 25
2017
Q2 		$473K Sell
2,803
-57
-2% -$9.38K 0.37% 25
2017
Q1 		$462K Buy
2,860
+4
+0.1% +$635 0.35% 33
2016
Q4 		$440K Sell
2,856
-16
-0.6% -$2.39K 0.36% 33
2016
Q3 		$428K Buy
2,872
+52
+2% +$7.58K 0.39% 24
2016
Q2 		$387K Hold
2,820
– – 0.36% 25
2016
Q1 		$374K Buy
2,820
+4
+0.1% +$499 0.36% 24
2015
Q4 		$392K Buy
+2,816
New +$399K 0.39% 24

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Regal Wealth Group's IWO Position: Q4 2023 in Review

Regal Wealth Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q4 2023, selling an estimated $7.89K and leaving 3,084 shares worth $749K. The position accounts for 0.46% of the portfolio, ranked #24.

Regal Wealth Group first reported a position in IWO in Q4 2015 and has held it in 33 quarters since. The position peaked at $6.07M in Q2 2021. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Regal Wealth Group held 3,084 shares of iShares Russell 2000 Growth ETF worth $749K as of Q4 2023.
  • Regal Wealth Group sold 35 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $7.89K.
  • iShares Russell 2000 Growth ETF made up 0.46% of Regal Wealth Group's portfolio in Q4 2023, its #24 holding.
  • Regal Wealth Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 33 quarters since.
  • Regal Wealth Group's iShares Russell 2000 Growth ETF position peaked at $6.07M in Q2 2021.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.