1832 Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

1832 Asset 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
2025 Q2	–	Sell	-1,226	Closed	-$313K	–	714
2025 Q1	$313K	Buy	1,226 +15	+1%	+$4.23K	﹤0.01%	631
2024 Q4	$349K	Hold	1,211	–	–	﹤0.01%	624
2024 Q3	$344K	Hold	1,211	–	–	﹤0.01%	644
2024 Q2	$318K	Buy	1,211 +203	+20%	+$52.7K	﹤0.01%	626
2024 Q1	$273K	Buy	1,008 +153	+18%	+$39.1K	﹤0.01%	628
2023 Q4	$216K	Hold	855	–	–	﹤0.01%	628
2023 Q3	$192K	Hold	855	–	–	﹤0.01%	640
2023 Q2	$207K	Hold	855	–	–	﹤0.01%	643
2023 Q1	$194K	Hold	855	–	–	﹤0.01%	668
2022 Q4	$183K	Hold	855	–	–	﹤0.01%	697
2022 Q3	$177K	Hold	855	–	–	﹤0.01%	681
2022 Q2	$176K	Hold	855	–	–	﹤0.01%	694
2022 Q1	$216K	Hold	855	–	–	﹤0.01%	708
2021 Q4	$256K	Buy	855 +400	+88%	+$121K	﹤0.01%	513
2021 Q3	$138K	Hold	455	–	–	﹤0.01%	737
2021 Q2	$142K	Hold	455	–	–	﹤0.01%	595
2021 Q1	$136K	Hold	455	–	–	﹤0.01%	564
2020 Q4	$131K	Hold	455	–	–	﹤0.01%	601
2020 Q3	$101K	Sell	455 -47	-9%	-$10.3K	﹤0.01%	581
2020 Q2	$104K	Hold	502	–	–	﹤0.01%	549
2020 Q1	$80K	Hold	502	–	–	﹤0.01%	578
2019 Q4	$107K	Hold	502	–	–	﹤0.01%	536
2019 Q3	$97K	Buy	+502	New	+$99.5K	﹤0.01%	543

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management's IWO Position: Q2 2025 in Review

1832 Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,226 shares — an estimated $313K sold.

1832 Asset Management first reported a position in IWO in Q3 2019 and held it in 23 quarters. The position peaked at $349K in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

1832 Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
1832 Asset Management sold 1,226 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $313K.
1832 Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 23 quarters.
1832 Asset Management's iShares Russell 2000 Growth ETF position peaked at $349K in Q4 2024.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on 1832 Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.