Sugarloaf Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$106K	Hold	367	–	–	0.02%	227
2024 Q3	$104K	Hold	367	–	–	0.02%	234
2024 Q2	$96.3K	Hold	367	–	–	0.02%	233
2024 Q1	$99.4K	Hold	367	–	–	0.02%	228
2023 Q4	$92.6K	Hold	367	–	–	0.02%	225
2023 Q3	$82.3K	Hold	367	–	–	0.02%	229
2023 Q2	$89.1K	Hold	367	–	–	0.02%	217
2023 Q1	$83.2K	Hold	367	–	–	0.02%	220
2022 Q4	$78.7K	Hold	367	–	–	0.02%	223
2022 Q3	$76K	Hold	367	–	–	0.02%	234
2022 Q2	$76K	Hold	367	–	–	0.02%	226
2022 Q1	$94K	Hold	367	–	–	0.02%	196
2021 Q4	$108K	Hold	367	–	–	0.03%	191
2021 Q3	$108K	Hold	367	–	–	0.03%	181
2021 Q2	$114K	Sell	367 -1,728	-82%	-$520K	0.03%	174
2021 Q1	$124	Buy	2,095 +1,678	+402%	+$521K	0.04%	158
2020 Q4	$120K	Buy	417 +50	+14%	+$12.7K	0.04%	160
2020 Q3	$81K	Hold	367	–	–	0.03%	175
2020 Q2	$76K	Hold	367	–	–	0.03%	186
2020 Q1	$58K	Hold	367	–	–	0.03%	208
2019 Q4	$79K	Buy	+367	New	+$74.5K	0.03%	203

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sugarloaf Wealth Management's IWO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2024 at 367 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #227.

Sugarloaf Wealth Management first reported a position in IWO in Q4 2019 and has held it in 21 quarters since. The position peaked at $120K in Q4 2020. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Sugarloaf Wealth Management held 367 shares of iShares Russell 2000 Growth ETF worth $106K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 2000 Growth ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #227 holding.
Sugarloaf Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Russell 2000 Growth ETF position peaked at $120K in Q4 2020.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.