VF
IWO icon

VitalStone Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

VitalStone Financial’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
Q3 		$39.8K Hold
140
– – 0.03% 187
2024
Q2 		$36.8K Hold
140
– – 0.03% 186
2024
Q1 		$38K Buy
140
+6
+4% +$1.53K 0.03% 187
2023
Q4 		$34K Hold
134
– – 0.03% 184
2023
Q3 		$28K Hold
134
– – 0.02% 171
2023
Q2 		$30K Hold
134
– – 0.02% 437
2023
Q1 		$39K Hold
134
– – 0.03% 118
2022
Q4 		$29K Buy
+134
New +$29.4K 0.02% 217

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VitalStone Financial's IWO Position: Q3 2024 in Review

VitalStone Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2024 at 140 shares worth $39.8K. The position accounts for 0.03% of the portfolio, ranked #187.

VitalStone Financial first reported a position in IWO in Q4 2022 and has held it in 8 quarters since. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • VitalStone Financial held 140 shares of iShares Russell 2000 Growth ETF worth $39.8K as of Q3 2024.
  • VitalStone Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2024.
  • iShares Russell 2000 Growth ETF made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #187 holding.
  • VitalStone Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.