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Capital A Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Capital A Wealth Management’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
Q2 		$103K Buy
410
+390
+1,950% +$103K 1.16% 11
2025
Q1 		$5.11K Buy
20
+11
+122% +$3.1K 0.01% 368
2024
Q4 		$2.59K Buy
+9
New +$2.66K ﹤0.01% 451

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's IWO Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1,950% in Q2 2025, buying an estimated $103K and bringing the position to 410 shares worth $103K. The position accounts for 1.16% of the portfolio, ranked #11.

Capital A Wealth Management first reported a position in IWO in Q4 2024 and has held it in 3 quarters since. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Capital A Wealth Management held 410 shares of iShares Russell 2000 Growth ETF worth $103K as of Q2 2025.
  • Capital A Wealth Management bought 390 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $103K.
  • iShares Russell 2000 Growth ETF made up 1.16% of Capital A Wealth Management's portfolio in Q2 2025, its #11 holding.
  • Capital A Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.