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

Austin Wealth Management’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
-740
Closed -$218K – 131
2024
Q4 		$218K Buy
+740
New +$219K 0.05% 117

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

Austin Wealth Management's IWO Position: Q1 2025 in Review

Austin Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 740 shares — an estimated $218K sold.

Austin Wealth Management first reported a position in IWO in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Austin Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Austin Wealth Management sold 740 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $218K.
  • Austin Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Austin Wealth Management's iShares Russell 2000 Growth ETF position peaked at $218K in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Austin Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.