TCTC Holdings’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TCTC Holdings’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	-17	Closed	-$4.29K	–	546
2023 Q4	$4.29K	Sell	17 -12	-41%	-$2.71K	﹤0.01%	447
2023 Q3	$6.5K	Hold	29	–	–	﹤0.01%	379
2023 Q2	$7.04K	Hold	29	–	–	﹤0.01%	374
2023 Q1	$6.58K	Hold	29	–	–	﹤0.01%	417
2022 Q4	$6.22K	Hold	29	–	–	﹤0.01%	382
2022 Q3	$6K	Buy	29 +17	+142%	+$3.83K	﹤0.01%	378
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	400
2022 Q1	$3K	Sell	12 -12	-50%	-$3.07K	﹤0.01%	401
2021 Q4	$7K	Hold	24	–	–	﹤0.01%	400
2021 Q3	$7K	Hold	24	–	–	﹤0.01%	408
2021 Q2	$7K	Buy	+24	New	+$7.22K	﹤0.01%	371
2020 Q3	–	Sell	-30	Closed	-$6K	–	391
2020 Q2	$6K	Buy	+30	New	+$5.61K	﹤0.01%	351

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TCTC Holdings's IWO Position: Q1 2024 in Review

TCTC Holdings sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 17 shares — an estimated $4.29K sold.

TCTC Holdings first reported a position in IWO in Q2 2020 and held it in 12 quarters. The position peaked at $7.04K in Q2 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

TCTC Holdings reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
TCTC Holdings sold 17 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $4.29K.
TCTC Holdings first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and held it in 12 quarters.
TCTC Holdings's iShares Russell 2000 Growth ETF position peaked at $7.04K in Q2 2023.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on TCTC Holdings's 13F filing for Q1 2024, filed 9 May 2024.