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Royal Fund Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Royal Fund 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
2024
Q4 		– Sell
-1,224
Closed -$349K – 322
2024
Q3 		$349K Buy
+1,224
New +$335K 0.02% 272
2021
Q3 		– Sell
-1,386
Closed -$432K – 194
2021
Q2 		$432K Hold
1,386
– – 0.07% 138
2021
Q1 		$416K Sell
1,386
-5
-0.4% -$1.55K 0.08% 137
2020
Q4 		$398K Sell
1,391
-19
-1% -$4.84K 0.08% 130
2020
Q3 		$312K Buy
+1,410
New +$309K 0.08% 128
2020
Q2 		– Sell
-1,382
Closed -$218K – 354
2020
Q1 		$218K Sell
1,382
-861
-38% -$171K 0.09% 132
2019
Q4 		$480K Sell
2,243
-1
-0% -$203 0.12% 84
2019
Q3 		$432K Sell
2,244
-127
-5% -$25.2K 0.12% 87
2019
Q2 		$476K Sell
2,371
-12
-0.5% -$2.37K 0.14% 79
2019
Q1 		$468K Sell
2,383
-188
-7% -$35.8K 0.15% 75
2018
Q4 		$431K Sell
2,571
-10
-0.4% -$1.86K 0.17% 72
2018
Q3 		$555K Sell
2,581
-264
-9% -$56.3K 0.17% 75
2018
Q2 		$581K Sell
2,845
-140
-5% -$28K 0.19% 69
2018
Q1 		$568K Sell
2,985
-6,460
-68% -$1.24M 0.21% 72
2017
Q4 		$1.76M Buy
9,445
+372
+4% +$67.9K 0.63% 36
2017
Q3 		$1.62M Buy
9,073
+4,484
+98% +$762K 0.65% 38
2017
Q2 		$774K Buy
4,589
+913
+25% +$150K 0.33% 42
2017
Q1 		$594K Buy
3,676
+904
+33% +$143K 0.29% 45
2016
Q4 		$426K Buy
+2,772
New +$414K 0.24% 46

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
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

Royal Fund Management's IWO Position: Q4 2024 in Review

Royal Fund Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 1,224 shares — an estimated $349K sold.

Royal Fund Management first reported a position in IWO in Q4 2016 and held it in 19 quarters. The position peaked at $1.76M in Q4 2017. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Royal Fund Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Royal Fund Management sold 1,224 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $349K.
  • Royal Fund Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 19 quarters.
  • Royal Fund Management's iShares Russell 2000 Growth ETF position peaked at $1.76M in Q4 2017.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Royal Fund Management's 13F filing for Q4 2024, filed 16 Jan 2025.