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Bluesphere Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bluesphere Advisors’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
-1,036
Closed -$298K – 96
2024
Q4 		$298K Sell
1,036
-366
-26% -$108K 0.15% 81
2024
Q3 		$398K Buy
1,402
+221
+19% +$60.5K 0.2% 66
2024
Q2 		$310K Sell
1,181
-100
-8% -$26K 0.16% 76
2024
Q1 		$347K Sell
1,281
-4
-0.3% -$1.02K 0.19% 69
2023
Q4 		$324K Buy
1,285
+5
+0.4% +$1.13K 0.2% 66
2023
Q3 		$287K Buy
+1,280
New +$306K 0.21% 65
2022
Q3 		– Sell
-1,134
Closed -$234K – 75
2022
Q2 		$234K Sell
1,134
-131
-10% -$29.2K 0.23% 71
2022
Q1 		$324K Sell
1,265
-209
-14% -$53.5K 0.27% 61
2021
Q4 		$432K Buy
1,474
+3
+0.2% +$904 0.36% 50
2021
Q3 		$432K Sell
1,471
-35
-2% -$10.5K 0.41% 42
2021
Q2 		$469K Sell
1,506
-183
-11% -$55.1K 0.42% 42
2021
Q1 		$508K Hold
1,689
– – 0.46% 42
2020
Q4 		$484K Buy
+1,689
New +$430K 0.52% 37

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

Bluesphere Advisors's IWO Position: Q1 2025 in Review

Bluesphere Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 1,036 shares — an estimated $298K sold.

Bluesphere Advisors first reported a position in IWO in Q4 2020 and held it in 13 quarters. The position peaked at $508K in Q1 2021. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Bluesphere Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Bluesphere Advisors sold 1,036 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $298K.
  • Bluesphere Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 13 quarters.
  • Bluesphere Advisors's iShares Russell 2000 Growth ETF position peaked at $508K in Q1 2021.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Bluesphere Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.