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

Advisors Preferred’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
Q1 		– Sell
-18,531
Closed -$5.35M – 294
2024
Q4 		$5.35M Buy
+18,531
New +$5.48M 0.86% 33
2022
Q4 		– Sell
-9,900
Closed -$2.1M – 200
2022
Q3 		$2.1M Buy
+9,900
New +$2.23M 1.08% 10
2021
Q1 		– Sell
-119,829
Closed -$33.9M – 189
2020
Q4 		$33.9M Buy
119,829
+16,867
+16% +$4.3M 6.29% 4
2020
Q3 		$22.8M Sell
102,962
-1,071
-1% -$234K 4.54% 6
2020
Q2 		$21.5M Buy
+104,033
New +$19.5M 6.01% 7
2020
Q1 		– Sell
-59,220
Closed -$12.7M – 198
2019
Q4 		$12.7M Buy
+59,220
New +$12M 3.44% 9
2018
Q4 		– Sell
-176,074
Closed -$37.9M – 169
2018
Q3 		$37.9M Buy
176,074
+24,230
+16% +$5.17M 16.95% 1
2018
Q2 		$31M Buy
151,844
+71,118
+88% +$14.2M 13.86% 1
2018
Q1 		$15.4M Sell
80,726
-69,159
-46% -$13.3M 7.14% 2
2017
Q4 		$28M Buy
+149,885
New +$27.4M 11.88% 1
2017
Q2 		– Sell
-36,485
Closed -$5.9K – 239
2017
Q1 		$5.9K Sell
36,485
-69,265
-65% -$11M 3.09% 8
2016
Q4 		$16.3M Buy
105,750
+62,689
+146% +$9.36M 8.46% 3
2016
Q3 		$2.71M Buy
+43,061
New +$6.27M 1.27% 22
2015
Q4 		– Sell
-18,089
Closed -$2.42M – 229
2015
Q3 		$2.42M Sell
18,089
-39,605
-69% -$5.87M 2.64% 9
2015
Q2 		$8.92M Buy
57,694
+1,661
+3% +$255K 5% 3
2015
Q1 		$8.49M Buy
56,033
+41,482
+285% +$6.04M 4.49% 3
2014
Q4 		$2.07M Buy
+14,551
New +$1.97M 0.97% 35
2014
Q2 		– Sell
-24,558
Closed -$3.34M – 390
2014
Q1 		$3.34M Sell
24,558
-8,139
-25% -$1.11M 1.52% 14
2013
Q4 		$4.43M Buy
+32,697
New +$4.24M 2.45% 8

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisors Preferred's IWO Position: Q1 2025 in Review

Advisors Preferred sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 18,531 shares — an estimated $5.35M sold.

Advisors Preferred first reported a position in IWO in Q4 2013 and held it in 19 quarters. The position peaked at $37.9M in Q3 2018. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Advisors Preferred reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Advisors Preferred sold 18,531 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $5.35M.
  • Advisors Preferred first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 19 quarters.
  • Advisors Preferred's iShares Russell 2000 Growth ETF position peaked at $37.9M in Q3 2018.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.