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Blue Barn Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Blue Barn 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 		– Sell
-721
Closed -$231K – 102
2025
Q3 		$231K Sell
721
-265
-27% -$79.9K 0.1% 144
2025
Q2 		$282K Buy
986
+1
+0.1% +$263 0.13% 119
2025
Q1 		$252K Sell
985
-34
-3% -$9.6K 0.13% 121
2024
Q4 		$293K Buy
1,019
+1
+0.1% +$296 0.15% 100
2024
Q3 		$289K Buy
1,018
+4
+0.4% +$1.1K 0.15% 105
2024
Q2 		$266K Buy
1,014
+2
+0.2% +$519 0.15% 97
2024
Q1 		$274K Sell
1,012
-168
-14% -$42.9K 0.15% 91
2023
Q4 		$298K Sell
1,180
-34
-3% -$7.66K 0.18% 83
2023
Q3 		$272K Sell
1,214
-124
-9% -$29.7K 0.18% 92
2023
Q2 		$325K Sell
1,338
-3
-0.2% -$688 0.21% 83
2023
Q1 		$304K Sell
1,341
-1
-0.1% -$229 0.19% 90
2022
Q4 		$288K Buy
1,342
+10
+0.8% +$2.19K 0.19% 83
2022
Q3 		$275K Hold
1,332
– – 0.2% 79
2022
Q2 		$275K Buy
1,332
+16
+1% +$3.57K 0.21% 79
2022
Q1 		$337K Buy
1,316
+4
+0.3% +$1.02K 0.23% 71
2021
Q4 		$384K Sell
1,312
-13
-1% -$3.92K 0.26% 63
2021
Q3 		$389K Buy
1,325
+7
+0.5% +$2.1K 0.34% 54
2021
Q2 		$411K Buy
+1,318
New +$397K 0.42% 48

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

Blue Barn Wealth's IWO Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 721 shares — an estimated $231K sold.

Blue Barn Wealth first reported a position in IWO in Q2 2021 and held it in 18 quarters. The position peaked at $411K in Q2 2021. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 721 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $231K.
  • Blue Barn Wealth first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares Russell 2000 Growth ETF position peaked at $411K in Q2 2021.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.