Austin Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Austin Private Wealth’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 Q4	$221K	Hold	683	–	–	0.02%	263
2025 Q3	$219K	Buy	+683	New	+$206K	0.02%	278
2024 Q3	–	Sell	-1,010	Closed	-$265K	–	291
2024 Q2	$265K	Sell	1,010 -9	-0.9%	-$2.34K	0.03%	192
2024 Q1	$270K	Hold	1,019	–	–	0.03%	191
2023 Q4	$257K	Hold	1,019	–	–	0.03%	173
2023 Q3	$228K	Hold	1,019	–	–	0.03%	148
2023 Q2	$247K	Hold	1,019	–	–	0.04%	138
2023 Q1	$231K	Hold	1,019	–	–	0.04%	135
2022 Q4	$219K	Hold	1,019	–	–	0.04%	140
2022 Q3	$211K	Hold	1,019	–	–	0.04%	118
2022 Q2	$210K	Hold	1,019	–	–	0.05%	125
2022 Q1	$261K	Hold	1,019	–	–	0.05%	111
2021 Q4	$299K	Hold	1,019	–	–	0.06%	112
2021 Q3	$299K	Sell	1,019 -1	-0.1%	-$300	0.06%	102
2021 Q2	$318K	Buy	1,020 +26	+3%	+$7.82K	0.07%	91
2021 Q1	$299K	Hold	994	–	–	0.08%	89
2020 Q4	$285K	Hold	994	–	–	0.08%	87
2020 Q3	$220K	Hold	994	–	–	0.08%	87
2020 Q2	$206K	Buy	+994	New	+$186K	0.09%	83
2020 Q1	–	Sell	-1,210	Closed	-$259K	–	79
2019 Q4	$259K	Buy	+1,210	New	+$246K	0.14%	66

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Private Wealth's IWO Position: Q4 2025 in Review

Austin Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 683 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #263.

Austin Private Wealth first reported a position in IWO in Q4 2019 and has held it in 20 quarters since. The position peaked at $318K in Q2 2021. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Austin Private Wealth held 683 shares of iShares Russell 2000 Growth ETF worth $221K as of Q4 2025.
Austin Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 2000 Growth ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #263 holding.
Austin Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
Austin Private Wealth's iShares Russell 2000 Growth ETF position peaked at $318K in Q2 2021.
1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.