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Carolinas Wealth Consulting’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-23,667
Closed -$6.05M – 483
2025
Q1 		$6.05M Sell
23,667
-1,861
-7% -$525K 1.3% 21
2024
Q4 		$7.35M Sell
25,528
-1,166
-4% -$345K 1.44% 19
2024
Q3 		$7.58M Sell
26,694
-482
-2% -$132K 1.38% 20
2024
Q2 		$7.13M Sell
27,176
-3,144
-10% -$816K 1.38% 18
2024
Q1 		$8.21M Sell
30,320
-148
-0.5% -$37.8K 1.62% 15
2023
Q4 		$7.68M Buy
30,468
+237
+0.8% +$53.4K 1.67% 14
2023
Q3 		$6.26M Buy
30,231
+44
+0.1% +$10.5K 1.56% 17
2023
Q2 		$7.33M Buy
30,187
+468
+2% +$107K 1.45% 18
2023
Q1 		$6.74M Buy
29,719
+636
+2% +$145K 1.43% 17
2022
Q4 		$6.24M Sell
29,083
-1,724
-6% -$378K 1.41% 17
2022
Q3 		$6.36M Buy
30,807
+44
+0.1% +$9.9K 1.61% 17
2022
Q2 		$6.35M Sell
30,763
-72,456
-70% -$16.2M 1.58% 16
2022
Q1 		$7.67M Sell
103,219
-10,841
-10% -$2.77M 1.7% 16
2021
Q4 		$7.57M Buy
114,060
+179
+0.2% +$53.9K 1.65% 18
2021
Q3 		$7.53M Sell
113,881
-1,777
-2% -$534K 1.75% 18
2021
Q2 		$8.55M Buy
115,658
+87,169
+306% +$26.2M 1.88% 17
2021
Q1 		$8.57M Sell
28,489
-135
-0.5% -$41.9K 2.08% 16
2020
Q4 		$8.21M Sell
28,624
-1,674
-6% -$427K 2.21% 13
2020
Q3 		$6.71M Sell
30,298
-589
-2% -$129K 2.26% 11
2020
Q2 		$6.39M Sell
30,887
-18
-0.1% -$3.37K 2.52% 9
2020
Q1 		$4.89M Buy
30,905
+12,018
+64% +$2.39M 2.65% 12
2019
Q4 		$4.02M Buy
+18,887
New +$3.83M 4.19% 8

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

Carolinas Wealth Consulting's IWO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 23,667 shares — an estimated $6.05M sold.

Carolinas Wealth Consulting first reported a position in IWO in Q4 2019 and held it in 22 quarters. The position peaked at $8.57M in Q1 2021. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 23,667 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $6.05M.
  • Carolinas Wealth Consulting first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Russell 2000 Growth ETF position peaked at $8.57M in Q1 2021.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.