Waypoint Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waypoint Capital Advisors’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	$202K	Buy	+712	New	+$195K	0.04%	126

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Waypoint Capital Advisors's IWO Position: Q3 2024 in Review

Waypoint Capital Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2024: 712 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #126 among its holdings.

964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

Waypoint Capital Advisors held 712 shares of iShares Russell 2000 Growth ETF worth $202K as of Q3 2024.
iShares Russell 2000 Growth ETF was a new Waypoint Capital Advisors position in Q3 2024.
iShares Russell 2000 Growth ETF made up 0.04% of Waypoint Capital Advisors's portfolio in Q3 2024, its #126 holding.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.