AMI Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,197
| Closed | -$817K | – | 91 |
|
|
2025
Q1 | $817K | Sell |
3,197
-630
| -16% | -$178K | 0.05% | 75 |
|
|
2024
Q4 | $1.1M | Sell |
3,827
-4,465
| -54% | -$1.32M | 0.06% | 63 |
|
|
2024
Q3 | $2.35M | Buy |
8,292
+6,313
| +319% | +$1.73M | 0.13% | 39 |
|
|
2024
Q2 | $520K | Sell |
1,979
-82
| -4% | -$21.3K | 0.03% | 80 |
|
|
2024
Q1 | $558K | Sell |
2,061
-993
| -33% | -$254K | 0.03% | 78 |
|
|
2023
Q4 | $770K | Sell |
3,054
-5,514
| -64% | -$1.24M | 0.04% | 78 |
|
|
2023
Q3 | $1.92M | Buy |
8,568
+3,395
| +66% | +$812K | 0.12% | 63 |
|
|
2023
Q2 | $1.26M | Buy |
+5,173
| New | +$1.19M | 0.07% | 63 |
|
|
2023
Q1 | – | Sell |
-14,252
| Closed | -$3.06M | – | 84 |
|
|
2022
Q4 | $3.06M | Buy |
14,252
+6,180
| +77% | +$1.35M | 0.21% | 52 |
|
|
2022
Q3 | $1.67M | Sell |
8,072
-14,377
| -64% | -$3.24M | 0.12% | 66 |
|
|
2022
Q2 | $4.63M | Buy |
22,449
+21,027
| +1,479% | +$4.69M | 0.29% | 57 |
|
|
2022
Q1 | $364K | Sell |
1,422
-2,532
| -64% | -$648K | 0.02% | 87 |
|
|
2021
Q4 | $1.16M | Buy |
+3,954
| New | +$1.19M | 0.06% | 72 |
|
|
2021
Q3 | – | Sell |
-1,011
| Closed | -$315K | – | 96 |
|
|
2021
Q2 | $315K | Sell |
1,011
-347
| -26% | -$104K | 0.02% | 90 |
|
|
2021
Q1 | $408K | Sell |
1,358
-4,652
| -77% | -$1.44M | 0.02% | 90 |
|
|
2020
Q4 | $1.72M | Buy |
+6,010
| New | +$1.53M | 0.09% | 72 |
|
|
2020
Q1 | – | Sell |
-8,836
| Closed | -$1.89M | – | 83 |
|
|
2019
Q4 | $1.89M | Buy |
8,836
+4,967
| +128% | +$1.01M | 0.09% | 68 |
|
|
2019
Q3 | $746K | Buy |
+3,869
| New | +$767K | 0.04% | 68 |
|
|
2018
Q1 | – | Sell |
-3,083
| Closed | -$576K | – | 74 |
|
|
2017
Q4 | $576K | Buy |
+3,083
| New | +$563K | 0.04% | 72 |
|
|
2017
Q3 | – | Sell |
-1,699
| Closed | -$287K | – | 76 |
|
|
2017
Q2 | $287K | Sell |
1,699
-619
| -27% | -$102K | 0.02% | 72 |
|
|
2017
Q1 | $375K | Sell |
2,318
-20,768
| -90% | -$3.3M | 0.03% | 72 |
|
|
2016
Q4 | $3.55M | Buy |
23,086
+18,259
| +378% | +$2.73M | 0.26% | 66 |
|
|
2016
Q3 | $719K | Buy |
+4,827
| New | +$703K | 0.05% | 68 |
|
|
2016
Q1 | – | Sell |
-17,205
| Closed | -$2.4M | – | 71 |
|
|
2015
Q4 | $2.4M | Buy |
17,205
+11,826
| +220% | +$1.68M | 0.17% | 67 |
|
|
2015
Q3 | $721K | Buy |
5,379
+1,603
| +42% | +$237K | 0.06% | 67 |
|
|
2015
Q2 | $584K | Buy |
+3,776
| New | +$579K | 0.04% | 66 |
|
|
2015
Q1 | – | Sell |
-2,742
| Closed | -$390K | – | 69 |
|
|
2014
Q4 | $390K | Sell |
2,742
-15,996
| -85% | -$2.16M | 0.03% | 66 |
|
|
2014
Q3 | $2.43M | Buy |
+18,738
| New | +$2.51M | 0.24% | 63 |
|
Other funds holding IWO
B
CCWM
AMI Asset Management's IWO Position: Q2 2025 in Review
AMI Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 3,197 shares — an estimated $817K sold.
AMI Asset Management first reported a position in IWO in Q3 2014 and held it in 28 quarters. The position peaked at $4.63M in Q2 2022. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.
- AMI Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
- AMI Asset Management sold 3,197 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $817K.
- AMI Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and held it in 28 quarters.
- AMI Asset Management's iShares Russell 2000 Growth ETF position peaked at $4.63M in Q2 2022.
- 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.
Based on AMI Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.