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Binnacle Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Binnacle Investments’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 		$181K Sell
565
-5
-0.9% -$1.51K 0.11% 82
2025
Q2 		$163K Hold
570
– – 0.11% 72
2025
Q1 		$146K Buy
+570
New +$161K 0.11% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Binnacle Investments's IWO Position: Q3 2025 in Review

Binnacle Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.88% in Q3 2025, selling an estimated $1.51K and leaving 565 shares worth $181K. The position accounts for 0.11% of the portfolio, ranked #82.

Binnacle Investments first reported a position in IWO in Q1 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Binnacle Investments held 565 shares of iShares Russell 2000 Growth ETF worth $181K as of Q3 2025.
  • Binnacle Investments sold 5 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $1.51K.
  • iShares Russell 2000 Growth ETF made up 0.11% of Binnacle Investments's portfolio in Q3 2025, its #82 holding.
  • Binnacle Investments first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.