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

Retirement 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
2024 Q1	$24.6K	Hold	91	–	–	0.01%	328
2023 Q4	$23K	Hold	91	–	–	0.01%	321
2023 Q3	$20.4K	Hold	91	–	–	0.01%	314
2023 Q2	$22.1K	Hold	91	–	–	0.01%	303
2023 Q1	$21K	Hold	91	–	–	0.01%	297
2022 Q4	$20K	Buy	91 +41	+82%	+$8.98K	0.01%	275
2022 Q3	$10K	Sell	50 -74	-60%	-$16.7K	0.01%	248
2022 Q2	$26K	Buy	124 +33	+36%	+$7.36K	0.01%	276
2022 Q1	$23K	Sell	91 -75	-45%	-$19.2K	0.01%	315
2021 Q4	$49K	Buy	166 +45	+37%	+$13.6K	0.02%	231
2021 Q3	$36K	Buy	121 +35	+41%	+$10.5K	0.02%	253
2021 Q2	$27K	Buy	86 +25	+41%	+$7.52K	0.01%	290
2021 Q1	$18K	Buy	61 +20	+49%	+$6.21K	0.01%	398
2020 Q4	$11K	Hold	41	–	–	0.01%	420
2020 Q3	$9K	Hold	41	–	–	0.01%	426
2020 Q2	$8K	Buy	+41	New	+$7.67K	0.01%	407
2019 Q4	$9K	Buy	+41	New	+$8.32K	0.01%	392

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

Retirement Group's IWO Position: Q1 2024 in Review

Retirement Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2024 at 91 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #328.

Retirement Group first reported a position in IWO in Q4 2019 and has held it in 17 quarters since. The position peaked at $49K in Q4 2021. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Retirement Group held 91 shares of iShares Russell 2000 Growth ETF worth $24.6K as of Q1 2024.
Retirement Group left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2024.
iShares Russell 2000 Growth ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #328 holding.
Retirement Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Russell 2000 Growth ETF position peaked at $49K in Q4 2021.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.