Spouting Rock Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Spouting Rock Asset 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
2023 Q4	$262K	Buy	+1,038	New	+$234K	0.1%	99
2021 Q2	–	Sell	-712	Closed	-$214K	–	221
2021 Q1	$214K	Buy	712 +2	+0.3%	+$621	0.07%	197
2020 Q4	$204K	Buy	+710	New	+$181K	0.06%	168
2020 Q1	–	Sell	-955	Closed	-$205K	–	129
2019 Q4	$205K	Buy	+955	New	+$194K	0.05%	146

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Spouting Rock Asset Management's IWO Position: Q4 2023 in Review

Spouting Rock Asset Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2023: 1,038 shares worth $262K. The stake represents 0.1% of the portfolio and ranks #99 among its holdings. This is a return to the name: Spouting Rock Asset Management previously reported a position in IWO as recently as Q1 2021.

Spouting Rock Asset Management first reported a position in IWO in Q4 2019 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

Spouting Rock Asset Management held 1,038 shares of iShares Russell 2000 Growth ETF worth $262K as of Q4 2023.
iShares Russell 2000 Growth ETF was a new Spouting Rock Asset Management position in Q4 2023.
iShares Russell 2000 Growth ETF made up 0.1% of Spouting Rock Asset Management's portfolio in Q4 2023, its #99 holding.
Spouting Rock Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 4 quarters since.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Spouting Rock Asset Management's 13F filing for Q4 2023, filed 16 Feb 2024.