BFSG LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BFSG LLC’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 Q3	–	Sell	-20	Closed	-$5.72K	–	711
2025 Q2	$5.72K	Sell	20 -20	-50%	-$5.26K	﹤0.01%	552
2025 Q1	$10.2K	Buy	+40	New	+$11.3K	﹤0.01%	500

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFSG LLC's IWO Position: Q3 2025 in Review

BFSG LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 20 shares — an estimated $5.72K sold.

BFSG LLC first reported a position in IWO in Q1 2025 and held it in 2 quarters. The position peaked at $10.2K in Q1 2025. 992 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

BFSG LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
BFSG LLC sold 20 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $5.72K.
BFSG LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and held it in 2 quarters.
BFSG LLC's iShares Russell 2000 Growth ETF position peaked at $10.2K in Q1 2025.
992 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on BFSG LLC's 13F filing for Q3 2025, filed 29 Oct 2025.