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

Spotlight Asset 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
Q2 		$50.1K Hold
191
– – 0.04% 142
2024
Q1 		$51.7K Hold
191
– – 0.04% 142
2023
Q4 		$42.8K Hold
191
– – 0.04% 142
2023
Q3 		$42.8K Hold
191
– – 0.04% 142
2023
Q2 		$46.3K Buy
+191
New +$43.8K 0.04% 143

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Spotlight Asset Group's IWO Position: Q2 2024 in Review

Spotlight Asset Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2024 at 191 shares worth $50.1K. The position accounts for 0.04% of the portfolio, ranked #142.

Spotlight Asset Group first reported a position in IWO in Q2 2023 and has held it in 5 quarters since. The position peaked at $51.7K in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Spotlight Asset Group held 191 shares of iShares Russell 2000 Growth ETF worth $50.1K as of Q2 2024.
  • Spotlight Asset Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2024.
  • iShares Russell 2000 Growth ETF made up 0.04% of Spotlight Asset Group's portfolio in Q2 2024, its #142 holding.
  • Spotlight Asset Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's iShares Russell 2000 Growth ETF position peaked at $51.7K in Q1 2024.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.