Stillwater Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stillwater Capital 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	-773	Closed	-$209K	–	58
2024 Q1	$209K	Buy	+773	New	+$198K	0.03%	69
2023 Q4	–	Sell	-1,001	Closed	-$224K	–	72
2023 Q3	$224K	Hold	1,001	–	–	0.04%	64
2023 Q2	$243K	Hold	1,001	–	–	0.04%	63
2023 Q1	$227K	Buy	+1,001	New	+$229K	0.04%	67
2014 Q3	–	Sell	-3,400	Closed	-$471K	–	72
2014 Q2	$471K	Buy	+3,400	New	+$447K	0.16%	57

Other funds holding IWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Stillwater Capital Advisors's IWO Position: Q2 2024 in Review

Stillwater Capital Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 773 shares — an estimated $209K sold.

Stillwater Capital Advisors first reported a position in IWO in Q2 2014 and held it in 5 quarters. The position peaked at $471K in Q2 2014. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

Stillwater Capital Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Stillwater Capital Advisors sold 773 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $209K.
Stillwater Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and held it in 5 quarters.
Stillwater Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $471K in Q2 2014.
900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Stillwater Capital Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.