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Surience Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Surience Private Wealth’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 		– Sell
-22,805
Closed -$5.75M – 33
2023
Q4 		$5.75M Buy
+22,805
New +$5.14M 5.84% 5

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

Surience Private Wealth's IWO Position: Q1 2024 in Review

Surience Private Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 22,805 shares — an estimated $5.75M sold.

Surience Private Wealth first reported a position in IWO in Q4 2023 and held it in 1 quarter. The position peaked at $5.75M in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Surience Private Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Surience Private Wealth sold 22,805 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $5.75M.
  • Surience Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Surience Private Wealth's iShares Russell 2000 Growth ETF position peaked at $5.75M in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Surience Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.