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Spirepoint Private Client’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Spirepoint Private Client’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
-897
Closed -$243K – 213
2024
Q1 		$243K Buy
+897
New +$229K 0.04% 176

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

Spirepoint Private Client's IWO Position: Q2 2024 in Review

Spirepoint Private Client sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 897 shares — an estimated $243K sold.

Spirepoint Private Client first reported a position in IWO in Q1 2024 and held it in 1 quarter. The position peaked at $243K in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Spirepoint Private Client reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Spirepoint Private Client sold 897 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $243K.
  • Spirepoint Private Client first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Spirepoint Private Client's iShares Russell 2000 Growth ETF position peaked at $243K in Q1 2024.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Spirepoint Private Client's 13F filing for Q2 2024, filed 8 Aug 2024.