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TAP Consulting’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TAP Consulting’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 		$2.17M Buy
7,540
+1,320
+21% +$390K 0.44% 68
2024
Q3 		$1.77M Sell
6,220
-84
-1% -$23K 0.35% 76
2024
Q2 		$1.65M Buy
6,304
+1,842
+41% +$478K 0.35% 82
2024
Q1 		$1.21M Buy
+4,462
New +$1.14M 0.27% 94
2022
Q1 		– Sell
-31
Closed -$9K – 343
2021
Q4 		$9K Buy
+31
New +$9.34K ﹤0.01% 428

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TAP Consulting's IWO Position: Q4 2024 in Review

TAP Consulting increased its iShares Russell 2000 Growth ETF (IWO) stake by 21% in Q4 2024, buying an estimated $390K and bringing the position to 7,540 shares worth $2.17M. The position accounts for 0.44% of the portfolio, ranked #68.

TAP Consulting first reported a position in IWO in Q4 2021 and has held it in 5 quarters since. 1,052 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • TAP Consulting held 7,540 shares of iShares Russell 2000 Growth ETF worth $2.17M as of Q4 2024.
  • TAP Consulting bought 1,320 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $390K.
  • iShares Russell 2000 Growth ETF made up 0.44% of TAP Consulting's portfolio in Q4 2024, its #68 holding.
  • TAP Consulting first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,052 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.