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Churchill Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Churchill 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 		$285K Sell
997
-425
-30% -$112K ﹤0.01% 145
2025
Q1 		$363K Sell
1,422
-727,917
-100% -$205M ﹤0.01% 139
2024
Q4 		$210M Buy
729,339
+681,480
+1,424% +$202M 2.29% 17
2024
Q3 		$13.6M Sell
47,859
-618
-1% -$169K 0.16% 53
2024
Q2 		$12.7M Sell
48,477
-181
-0.4% -$47K 0.15% 53
2024
Q1 		$13.2M Buy
+48,658
New +$12.4M 0.16% 48
2020
Q1 		– Sell
-52,687
Closed -$11.3M – 105
2019
Q4 		$11.3M Buy
+52,687
New +$10.7M 0.21% 59
2018
Q4 		– Sell
-1,423,883
Closed -$306M – 126
2018
Q3 		$306M Buy
1,423,883
+51,756
+4% +$11M 6.64% 6
2018
Q2 		$280M Buy
1,372,127
+1,335,901
+3,688% +$267M 7.46% 4
2018
Q1 		$6.9M Buy
36,226
+3,896
+12% +$748K 0.2% 52
2017
Q4 		$6.04M Buy
32,330
+2,321
+8% +$424K 0.13% 63
2017
Q3 		$5.37M Buy
30,009
+4,067
+16% +$691K 0.13% 65
2017
Q2 		$4.38M Buy
25,942
+4,125
+19% +$679K 0.11% 72
2017
Q1 		$3.53M Buy
21,817
+4,031
+23% +$640K 0.1% 80
2016
Q4 		$2.74M Buy
17,786
+1,381
+8% +$206K 0.09% 87
2016
Q3 		$2.44M Buy
+16,405
New +$2.39M 0.1% 87
2015
Q4 		– Sell
-15,388
Closed -$2.06M – 127
2015
Q3 		$2.06M Buy
15,388
+475
+3% +$70.4K 0.16% 94
2015
Q2 		$2.31M Buy
+14,913
New +$2.29M 0.08% 115
2014
Q2 		– Sell
-11,133
Closed -$1.51M – 195
2014
Q1 		$1.51M Buy
11,133
+909
+9% +$124K 0.06% 124
2013
Q4 		$1.39M Sell
10,224
-395
-4% -$51.2K 0.05% 118
2013
Q3 		$1.34M Buy
10,619
+323
+3% +$38.9K 0.07% 94
2013
Q2 		$1.15M Buy
+10,296
New +$1.12M 0.05% 99

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

Churchill Management's IWO Position: Q2 2025 in Review

Churchill Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 30% in Q2 2025, selling an estimated $112K and leaving 997 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Churchill Management first reported a position in IWO in Q2 2013 and has held it in 22 quarters since. The position peaked at $306M in Q3 2018. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Churchill Management held 997 shares of iShares Russell 2000 Growth ETF worth $285K as of Q2 2025.
  • Churchill Management sold 425 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $112K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Churchill Management's portfolio in Q2 2025, its #145 holding.
  • Churchill Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 22 quarters since.
  • Churchill Management's iShares Russell 2000 Growth ETF position peaked at $306M in Q3 2018.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.