Avantax Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avantax Advisory Services’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	$5.01M	Sell	17,538 -1,572	-8%	-$414K	0.03%	448
2025 Q1	$4.88M	Sell	19,110 -4,479	-19%	-$1.26M	0.03%	419
2024 Q4	$6.79M	Buy	23,589 +9,082	+63%	+$2.69M	0.04%	314
2024 Q3	$4.12M	Sell	14,507 -3,886	-21%	-$1.06M	0.03%	444
2024 Q2	$4.83M	Buy	18,393 +5,901	+47%	+$1.53M	0.03%	383
2024 Q1	$3.38M	Sell	12,492 -7,164	-36%	-$1.83M	0.03%	398
2023 Q4	$4.96M	Buy	19,656 +11,635	+145%	+$2.62M	0.05%	285
2023 Q3	$1.8M	Buy	8,021 +1,044	+15%	+$250K	0.02%	490
2023 Q2	$1.69M	Sell	6,977 -1,093	-14%	-$251K	0.02%	509
2023 Q1	$1.83M	Sell	8,070 -13,946	-63%	-$3.19M	0.02%	464
2022 Q4	$4.72M	Buy	22,016 +5,971	+37%	+$1.31M	0.06%	235
2022 Q3	$3.31M	Sell	16,045 -4,783	-23%	-$1.08M	0.05%	275
2022 Q2	$4.3M	Buy	20,828 +13,947	+203%	+$3.11M	0.06%	225
2022 Q1	$1.77M	Sell	6,881 -839	-11%	-$215K	0.02%	406
2021 Q4	$2.26M	Buy	7,720 +1,542	+25%	+$465K	0.03%	344
2021 Q3	$1.82M	Buy	6,178 +1,410	+30%	+$424K	0.03%	356
2021 Q2	$1.49M	Buy	4,768 +689	+17%	+$207K	0.03%	393
2021 Q1	$1.23M	Sell	4,079 -775	-16%	-$241K	0.03%	386
2020 Q4	$1.39M	Sell	4,854 -22,793	-82%	-$5.81M	0.03%	333
2020 Q3	$6.13M	Buy	27,647 +20,661	+296%	+$4.52M	0.1%	177
2020 Q2	$1.45M	Sell	6,986 -16,820	-71%	-$3.15M	0.04%	278
2020 Q1	$3.77M	Buy	23,806 +19,126	+409%	+$3.8M	0.11%	130
2019 Q4	$1M	Buy	4,680 +2,847	+155%	+$578K	0.02%	336
2019 Q3	$354K	Buy	1,833 +394	+27%	+$78.1K	0.01%	391
2019 Q2	$289K	Buy	1,439 +278	+24%	+$55K	0.01%	404
2019 Q1	$228K	Sell	1,161 -64	-5%	-$12.2K	0.01%	425
2018 Q4	$207K	Buy	+1,225	New	+$228K	0.03%	376

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

Avantax Advisory Services's IWO Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 8.2% in Q2 2025, selling an estimated $414K and leaving 17,538 shares worth $5.01M. The position accounts for 0.03% of the portfolio, ranked #448.

Avantax Advisory Services first reported a position in IWO in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.79M in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Avantax Advisory Services held 17,538 shares of iShares Russell 2000 Growth ETF worth $5.01M as of Q2 2025.
Avantax Advisory Services sold 1,572 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $414K.
iShares Russell 2000 Growth ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #448 holding.
Avantax Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Russell 2000 Growth ETF position peaked at $6.79M in Q4 2024.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.