Woodmont Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Woodmont Investment Counsel’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	-8	Closed	-$2.17K	–	303
2024 Q1	$2.17K	Buy	+8	New	+$2.04K	﹤0.01%	363
2016 Q4	–	Sell	-80	Closed	-$12K	–	408
2016 Q3	$12K	Buy	+80	New	+$11.7K	﹤0.01%	443
2016 Q2	–	Sell	-80	Closed	-$11K	–	325
2016 Q1	$11K	Hold	80	–	–	﹤0.01%	409
2015 Q4	$11K	Buy	80 +40	+100%	+$5.67K	﹤0.01%	416
2015 Q3	$5K	Buy	+40	New	+$5.93K	﹤0.01%	467

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 $5.64B AUM 18.33% 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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

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

Woodmont Investment Counsel's IWO Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 8 shares — an estimated $2.17K sold.

Woodmont Investment Counsel first reported a position in IWO in Q3 2015 and held it in 5 quarters. The position peaked at $12K in Q3 2016. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 8 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $2.17K.
Woodmont Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and held it in 5 quarters.
Woodmont Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $12K in Q3 2016.
900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.