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

Brighton Jones 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
Q4 		– Sell
-10,475
Closed -$3.35M – 509
2025
Q3 		$3.35M Buy
10,475
+245
+2% +$73.9K 0.08% 143
2025
Q2 		$2.92M Buy
10,230
+91
+0.9% +$24K 0.08% 141
2025
Q1 		$2.59M Buy
10,139
+202
+2% +$57K 0.08% 136
2024
Q4 		$2.86M Sell
9,937
-356
-3% -$105K 0.08% 127
2024
Q3 		$2.92M Buy
10,293
+129
+1% +$35.3K 0.11% 99
2024
Q2 		$2.67M Buy
10,164
+24
+0.2% +$6.23K 0.09% 115
2024
Q1 		$2.75M Sell
10,140
-225
-2% -$57.5K 0.1% 108
2023
Q4 		$2.61M Sell
10,365
-240
-2% -$54.1K 0.11% 103
2023
Q3 		$2.38M Sell
10,605
-407
-4% -$97.4K 0.12% 96
2023
Q2 		$2.67M Buy
11,012
+6
+0.1% +$1.38K 0.13% 94
2023
Q1 		$2.5M Sell
11,006
-23
-0.2% -$5.26K 0.14% 90
2022
Q4 		$2.37M Sell
11,029
-492
-4% -$108K 0.14% 89
2022
Q3 		$2.38M Buy
11,521
+156
+1% +$35.1K 0.14% 76
2022
Q2 		$2.35M Buy
11,365
+196
+2% +$43.7K 0.14% 88
2022
Q1 		$2.86M Sell
11,169
-2
-0% -$512 0.13% 80
2021
Q4 		$3.27M Sell
11,171
-24
-0.2% -$7.23K 0.15% 67
2021
Q3 		$3.29M Buy
11,195
+26
+0.2% +$7.81K 0.17% 64
2021
Q2 		$3.48M Sell
11,169
-65
-0.6% -$19.6K 0.18% 61
2021
Q1 		$3.38M Buy
11,234
+44
+0.4% +$13.7K 0.2% 53
2020
Q4 		$3.21M Sell
11,190
-1,836
-14% -$468K 0.2% 50
2020
Q3 		$2.88M Buy
13,026
+10
+0.1% +$2.19K 0.2% 46
2020
Q2 		$2.69M Sell
13,016
-1,722
-12% -$322K 0.22% 42
2020
Q1 		$2.33M Buy
14,738
+835
+6% +$166K 0.25% 40
2019
Q4 		$2.98M Sell
13,903
-166
-1% -$33.7K 0.32% 41
2019
Q3 		$2.71M Sell
14,069
-296
-2% -$58.7K 0.32% 37
2019
Q2 		$2.89M Sell
14,365
-198
-1% -$39.2K 0.34% 35
2019
Q1 		$2.86M Sell
14,563
-1,143
-7% -$217K 0.35% 37
2018
Q4 		$2.64M Buy
15,706
+218
+1% +$40.7K 0.38% 31
2018
Q3 		$3.33M Sell
15,488
-209
-1% -$44.6K 0.41% 28
2018
Q2 		$3.21M Sell
15,697
-223
-1% -$44.6K 0.41% 27
2018
Q1 		$3.03M Sell
15,920
-150
-0.9% -$28.8K 0.42% 30
2017
Q4 		$3M Sell
16,070
-1,037
-6% -$189K 0.36% 31
2017
Q3 		$3.06M Sell
17,107
-522
-3% -$88.7K 0.39% 29
2017
Q2 		$2.98M Buy
17,629
+77
+0.4% +$12.7K 0.42% 28
2017
Q1 		$2.84M Buy
17,552
+12,605
+255% +$2M 0.69% 19
2016
Q4 		$762K Sell
4,947
-12,509
-72% -$1.87M 0.29% 26
2016
Q3 		$2.6M Sell
17,456
-163
-0.9% -$23.8K 0.42% 32
2016
Q2 		$2.42M Sell
17,619
-2,765
-14% -$373K 0.43% 26
2016
Q1 		$2.7M Sell
20,384
-272
-1% -$33.9K 0.5% 26
2015
Q4 		$2.88M Sell
20,656
-810
-4% -$115K 0.56% 22
2015
Q3 		$2.88M Sell
21,466
-837
-4% -$124K 0.61% 23
2015
Q2 		$3.45M Sell
22,303
-3,699
-14% -$567K 0.79% 19
2015
Q1 		$3.94M Sell
26,002
-552
-2% -$80.4K 0.89% 19
2014
Q4 		$3.78M Sell
26,554
-1,490
-5% -$202K 0.87% 19
2014
Q3 		$3.64M Sell
28,044
-4,515
-14% -$605K 0.82% 19
2014
Q2 		$4.51M Sell
32,559
-8,443
-21% -$1.11M 1.02% 18
2014
Q1 		$5.58M Sell
41,002
-1,955
-5% -$267K 1.31% 15
2013
Q4 		$5.82M Sell
42,957
-5,861
-12% -$759K 1.33% 15
2013
Q3 		$6.14M Sell
48,818
-8,889
-15% -$1.07M 1.61% 12
2013
Q2 		$6.43M Buy
+57,707
New +$6.3M 1.93% 12

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

Brighton Jones LLC's IWO Position: Q4 2025 in Review

Brighton Jones LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 10,475 shares — an estimated $3.35M sold.

Brighton Jones LLC first reported a position in IWO in Q2 2013 and held it in 50 quarters. The position peaked at $6.43M in Q2 2013. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Brighton Jones LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 10,475 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $3.35M.
  • Brighton Jones LLC first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 50 quarters.
  • Brighton Jones LLC's iShares Russell 2000 Growth ETF position peaked at $6.43M in Q2 2013.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.