WealthSource Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WealthSource 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
2023 Q4	$659K	Buy	2,614 +1,100	+73%	+$248K	0.04%	265
2023 Q3	$339K	Sell	1,514 -1	-0.1%	-$239	0.02%	388
2023 Q2	$368K	Sell	1,515 -4	-0.3%	-$917	0.02%	373
2023 Q1	$345K	Hold	1,519	–	–	0.02%	384
2022 Q4	$326K	Buy	1,519 +24	+2%	+$5.26K	0.02%	379
2022 Q3	$309K	Hold	1,495	–	–	0.02%	387
2022 Q2	$308K	Buy	+1,495	New	+$333K	0.02%	399

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthSource Partners's IWO Position: Q4 2023 in Review

WealthSource Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 73% in Q4 2023, buying an estimated $248K and bringing the position to 2,614 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #265.

WealthSource Partners first reported a position in IWO in Q2 2022 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

WealthSource Partners held 2,614 shares of iShares Russell 2000 Growth ETF worth $659K as of Q4 2023.
WealthSource Partners bought 1,100 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $248K.
iShares Russell 2000 Growth ETF made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #265 holding.
WealthSource Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.