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

Archvest Wealth Advisors’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
-2,249
Closed -$575K – 64
2025
Q1 		$575K Sell
2,249
-234
-9% -$66K 0.48% 40
2024
Q4 		$715K Buy
2,483
+24
+1% +$7.1K 0.52% 34
2024
Q3 		$698K Buy
2,459
+4
+0.2% +$1.1K 0.44% 38
2024
Q2 		$640K Buy
+2,455
New +$637K 0.42% 36

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

Archvest Wealth Advisors's IWO Position: Q2 2025 in Review

Archvest Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 2,249 shares — an estimated $575K sold.

Archvest Wealth Advisors first reported a position in IWO in Q2 2024 and held it in 4 quarters. The position peaked at $715K in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Archvest Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Archvest Wealth Advisors sold 2,249 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $575K.
  • Archvest Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Archvest Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $715K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Archvest Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.