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StrategIQ Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

StrategIQ Financial 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
2023
Q4 		$2.13M Sell
8,445
-408
-5% -$92K 0.24% 88
2023
Q3 		$1.98M Sell
8,853
-440
-5% -$105K 0.23% 90
2023
Q2 		$2.25M Sell
9,293
-78
-0.8% -$17.9K 0.26% 83
2023
Q1 		$2.13M Buy
9,371
+502
+6% +$115K 0.25% 83
2022
Q4 		$1.9M Sell
8,869
-328
-4% -$71.9K 0.22% 84
2022
Q3 		$1.9M Sell
9,197
-190
-2% -$42.8K 0.24% 77
2022
Q2 		$1.94M Sell
9,387
-595
-6% -$133K 0.23% 79
2022
Q1 		$2.55M Sell
9,982
-205
-2% -$52.5K 0.28% 73
2021
Q4 		$2.98M Buy
10,187
+2,412
+31% +$727K 0.3% 71
2021
Q3 		$2.28M Sell
7,775
-324
-4% -$97.3K 0.45% 56
2021
Q2 		$2.52M Sell
8,099
-149
-2% -$44.8K 0.5% 52
2021
Q1 		$2.48M Sell
8,248
-228
-3% -$70.8K 0.52% 52
2020
Q4 		$2.43M Sell
8,476
-259
-3% -$66K 0.54% 50
2020
Q3 		$1.94M Sell
8,735
-1,187
-12% -$260K 0.49% 49
2020
Q2 		$2.05M Sell
9,922
-319
-3% -$59.7K 0.55% 45
2020
Q1 		$1.62M Sell
10,241
-950
-8% -$189K 0.5% 50
2019
Q4 		$2.4M Sell
11,191
-406
-4% -$82.4K 0.62% 43
2019
Q3 		$2.23M Sell
11,597
-331
-3% -$65.6K 0.63% 43
2019
Q2 		$2.4M Sell
11,928
-77
-0.6% -$15.2K 0.69% 41
2019
Q1 		$2.36M Sell
12,005
-3,852
-24% -$733K 0.73% 39
2018
Q4 		$2.66M Buy
15,857
+78
+0.5% +$14.5K 0.91% 30
2018
Q3 		$3.39M Sell
15,779
-438
-3% -$93.4K 1.08% 27
2018
Q2 		$3.31M Buy
16,217
+638
+4% +$128K 1.15% 25
2018
Q1 		$2.97M Sell
15,579
-329
-2% -$63.2K 1.18% 22
2017
Q4 		$2.97M Sell
15,908
-7,051
-31% -$1.29M 1.16% 24
2017
Q3 		$4.11M Sell
22,959
-2,258
-9% -$384K 1.65% 16
2017
Q2 		$4.26M Buy
25,217
+4,232
+20% +$697K 1.81% 13
2017
Q1 		$3.39M Buy
20,985
+11,262
+116% +$1.79M 1.54% 15
2016
Q4 		$1.5M Buy
9,723
+3,825
+65% +$571K 0.75% 34
2016
Q3 		$878K Buy
5,898
+86
+1% +$12.5K 0.48% 52
2016
Q2 		$797K Buy
5,812
+377
+7% +$50.9K 0.47% 55
2016
Q1 		$721K Buy
5,435
+803
+17% +$100K 0.67% 28
2015
Q4 		$645K Buy
+4,632
New +$657K 0.66% 26

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

StrategIQ Financial Group's IWO Position: Q4 2023 in Review

StrategIQ Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.6% in Q4 2023, selling an estimated $92K and leaving 8,445 shares worth $2.13M. The position accounts for 0.24% of the portfolio, ranked #88.

StrategIQ Financial Group first reported a position in IWO in Q4 2015 and has held it in 33 quarters since. The position peaked at $4.26M in Q2 2017. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • StrategIQ Financial Group held 8,445 shares of iShares Russell 2000 Growth ETF worth $2.13M as of Q4 2023.
  • StrategIQ Financial Group sold 408 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $92K.
  • iShares Russell 2000 Growth ETF made up 0.24% of StrategIQ Financial Group's portfolio in Q4 2023, its #88 holding.
  • StrategIQ Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 33 quarters since.
  • StrategIQ Financial Group's iShares Russell 2000 Growth ETF position peaked at $4.26M in Q2 2017.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.