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Tennessee Valley Asset Management Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tennessee Valley Asset Management Partners’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
-232
Closed -$58.5K – 424
2023
Q4 		$58.5K Buy
+232
New +$52.3K 0.01% 225

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B
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Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IWO Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 232 shares — an estimated $58.5K sold.

Tennessee Valley Asset Management Partners first reported a position in IWO in Q4 2023 and held it in 1 quarter. The position peaked at $58.5K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 232 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $58.5K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares Russell 2000 Growth ETF position peaked at $58.5K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.