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Shufro Rose & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Shufro Rose & Co’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
-4,051
Closed -$1.06M – 314
2024
Q3 		$1.06M Hold
4,051
– – 0.09% 111
2024
Q2 		$1.06M Buy
+4,051
New +$1.05M 0.09% 111
2023
Q1 		– Sell
-28,866
Closed -$6.19M – 336
2022
Q4 		$6.19M Buy
+28,866
New +$6.32M 0.52% 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

Shufro Rose & Co's IWO Position: Q4 2024 in Review

Shufro Rose & Co sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 4,051 shares — an estimated $1.06M sold.

Shufro Rose & Co first reported a position in IWO in Q4 2022 and held it in 3 quarters. The position peaked at $6.19M in Q4 2022. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Shufro Rose & Co reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 4,051 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $1.06M.
  • Shufro Rose & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 3 quarters.
  • Shufro Rose & Co's iShares Russell 2000 Growth ETF position peaked at $6.19M in Q4 2022.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.