Waycross Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waycross Investment Management’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 Q2	–	Sell	-3,632	Closed	-$984K	–	56
2024 Q1	$984K	Sell	3,632 -96	-3%	-$24.5K	0.92%	28
2023 Q4	$940K	Sell	3,728 -95	-2%	-$21.4K	1.03%	30
2023 Q3	$857K	Hold	3,823	–	–	0.99%	27
2023 Q2	$928K	Sell	3,823 -20	-0.5%	-$4.59K	0.97%	29
2023 Q1	$872K	Sell	3,843 -36	-0.9%	-$8.23K	0.87%	33
2022 Q4	$832K	Buy	+3,879	New	+$850K	0.84%	34

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Waycross Investment Management's IWO Position: Q2 2024 in Review

Waycross Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 3,632 shares — an estimated $984K sold.

Waycross Investment Management first reported a position in IWO in Q4 2022 and held it in 6 quarters. The position peaked at $984K in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

Waycross Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Waycross Investment Management sold 3,632 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $984K.
Waycross Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 6 quarters.
Waycross Investment Management's iShares Russell 2000 Growth ETF position peaked at $984K in Q1 2024.
900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Waycross Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.