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Sheaff Brock Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sheaff Brock 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
Q2 		– Sell
-1,076
Closed -$291K – 493
2024
Q1 		$291K Hold
1,076
– – 0.02% 360
2023
Q4 		$271K Buy
1,076
+11
+1% +$2.48K 0.02% 365
2023
Q3 		$239K Buy
1,065
+3
+0.3% +$718 0.02% 372
2023
Q2 		$258K Hold
1,062
– – 0.02% 379
2023
Q1 		$241K Hold
1,062
– – 0.02% 397
2022
Q4 		$228K Hold
1,062
– – 0.02% 395
2022
Q3 		$219K Hold
1,062
– – 0.02% 393
2022
Q2 		$219K Hold
1,062
– – 0.02% 401
2022
Q1 		$271K Buy
1,062
+95
+10% +$24.3K 0.02% 399
2021
Q4 		$283K Hold
967
– – 0.02% 403
2021
Q3 		$284K Hold
967
– – 0.02% 396
2021
Q2 		$302K Sell
967
-283
-23% -$85.1K 0.02% 364
2021
Q1 		$376K Buy
1,250
+141
+13% +$43.8K 0.03% 304
2020
Q4 		$318K Buy
1,109
+112
+11% +$28.5K 0.03% 316
2020
Q3 		$221K Sell
997
-23
-2% -$5.03K 0.02% 370
2020
Q2 		$211K Buy
+1,020
New +$191K 0.02% 371
2020
Q1 		– Sell
-992
Closed -$213K – 455
2019
Q4 		$213K Buy
+992
New +$201K 0.02% 401
2018
Q4 		– Sell
-951
Closed -$205K – 503
2018
Q3 		$205K Sell
951
-88
-8% -$18.8K 0.02% 443
2018
Q2 		$212K Buy
+1,039
New +$208K 0.02% 446

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's IWO Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 1,076 shares — an estimated $291K sold.

Sheaff Brock Investment Advisors first reported a position in IWO in Q2 2018 and held it in 19 quarters. The position peaked at $376K in Q1 2021. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,076 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $291K.
  • Sheaff Brock Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 19 quarters.
  • Sheaff Brock Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $376K in Q1 2021.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.