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Strategic Wealth Partners Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Strategic Wealth Partners 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
Q1 		$10.8M Sell
39,917
-417
-1% -$107K 1.19% 17
2023
Q4 		$10.2M Sell
40,334
-23
-0.1% -$5.18K 1.28% 16
2023
Q3 		$9.06M Sell
40,357
-502
-1% -$120K 1.34% 15
2023
Q2 		$9.91M Sell
40,859
-25
-0.1% -$5.73K 1.43% 14
2023
Q1 		$9.09M Buy
40,884
+760
+2% +$174K 1.49% 14
2022
Q4 		$8.61M Sell
40,124
-281
-0.7% -$61.6K 1.83% 12
2022
Q3 		$8.35M Sell
40,405
-334
-0.8% -$75.2K 1.94% 12
2022
Q2 		$8.4M Buy
40,739
+816
+2% +$182K 1.87% 13
2022
Q1 		$10.2M Sell
39,923
-161
-0.4% -$41.2K 1.94% 13
2021
Q4 		$11.7M Sell
40,084
-667
-2% -$201K 2.04% 13
2021
Q3 		$12M Buy
+40,751
New +$12.2M 2.28% 11
2021
Q1 		$12.7M Buy
42,062
+429
+1% +$133K 2.54% 11
2020
Q4 		$11.9M Sell
41,633
-32
-0.1% -$8.16K 2.53% 10
2020
Q3 		$9.23M Sell
41,665
-2,509
-6% -$549K 2.23% 11
2020
Q2 		$9.14M Sell
44,174
-1,388
-3% -$260K 2.3% 11
2020
Q1 		$7.21M Sell
45,562
-547
-1% -$109K 2.1% 11
2019
Q4 		$9.88M Sell
46,109
-985
-2% -$200K 2.34% 10
2019
Q3 		$9.08M Sell
47,094
-34
-0.1% -$6.74K 2.5% 10
2019
Q2 		$9.47M Buy
47,128
+437
+0.9% +$86.4K 2.78% 9
2019
Q1 		$9.18M Buy
46,691
+46,601
+51,779% +$8.87M 3% 9
2018
Q4 		$15K Sell
90
-47,517
-100% -$8.86M 0.01% 27
2018
Q3 		$10.2K Sell
47,607
-791
-2% -$169K 0.22% 16
2018
Q2 		$9.89K Buy
48,398
+39
+0.1% +$7.8K 0.2% 32
2018
Q1 		$9.22K Buy
48,359
+583
+1% +$112K 0.72% 25
2017
Q4 		$8.92M Sell
47,776
-2,476
-5% -$452K 3.96% 7
2017
Q3 		$8.99M Buy
50,252
+1,137
+2% +$193K 4% 7
2017
Q2 		$8.29M Sell
49,115
-634
-1% -$104K 4.03% 7
2017
Q1 		$8.04M Buy
49,749
+199
+0.4% +$31.6K 4.09% 7
2016
Q4 		$7.63M Buy
49,550
+1,888
+4% +$282K 3.61% 7
2016
Q3 		$7.1M Buy
47,662
+1,966
+4% +$286K 3.73% 7
2016
Q2 		$6.27M Buy
+45,696
New +$6.17M 3.57% 7

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Wealth Partners Group's IWO Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q1 2024, selling an estimated $107K and leaving 39,917 shares worth $10.8M. The position accounts for 1.19% of the portfolio, ranked #17.

Strategic Wealth Partners Group first reported a position in IWO in Q2 2016 and has held it in 31 quarters since. The position peaked at $12.7M in Q1 2021. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Strategic Wealth Partners Group held 39,917 shares of iShares Russell 2000 Growth ETF worth $10.8M as of Q1 2024.
  • Strategic Wealth Partners Group sold 417 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $107K.
  • iShares Russell 2000 Growth ETF made up 1.19% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #17 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 31 quarters since.
  • Strategic Wealth Partners Group's iShares Russell 2000 Growth ETF position peaked at $12.7M in Q1 2021.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.