Atwood & Palmer’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Atwood & Palmer’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	-75	Closed	-$19.2K	–	519
2025 Q1	$19.2K	Hold	75	–	–	﹤0.01%	294
2024 Q4	$21.6K	Hold	75	–	–	﹤0.01%	281
2024 Q3	$21.3K	Hold	75	–	–	﹤0.01%	286
2024 Q2	$19.7K	Sell	75 -75	-50%	-$19.5K	﹤0.01%	299
2024 Q1	$40.6K	Hold	150	–	–	﹤0.01%	225
2023 Q4	$37.8K	Sell	150 -132	-47%	-$29.8K	﹤0.01%	238
2023 Q3	$63.2K	Hold	282	–	–	0.01%	201
2023 Q2	$68.4K	Buy	+282	New	+$64.7K	0.01%	206
2020 Q4	–	Sell	-5	Closed	-$1K	–	378
2020 Q3	$1K	Buy	+5	New	+$1.09K	﹤0.01%	322

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

Atwood & Palmer's IWO Position: Q2 2025 in Review

Atwood & Palmer sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 75 shares — an estimated $19.2K sold.

Atwood & Palmer first reported a position in IWO in Q3 2020 and held it in 9 quarters. The position peaked at $68.4K in Q2 2023. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Atwood & Palmer reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Atwood & Palmer sold 75 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $19.2K.
Atwood & Palmer first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 9 quarters.
Atwood & Palmer's iShares Russell 2000 Growth ETF position peaked at $68.4K in Q2 2023.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.