Clarius Group LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clarius Group 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	$286K	Hold	884	–	–	0.02%	301
2025 Q3	$283K	Hold	884	–	–	0.02%	314
2025 Q2	$253K	Sell	884 -2,100	-70%	-$553K	0.01%	399
2025 Q1	$763K	Buy	2,984 +2,264	+314%	+$639K	0.05%	178
2024 Q4	$207K	Hold	720	–	–	0.01%	422
2024 Q3	$204K	Buy	+720	New	+$197K	0.01%	429
2024 Q2	–	Sell	-800	Closed	-$217K	–	478
2024 Q1	$217K	Buy	+800	New	+$204K	0.02%	432

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clarius Group LLC's IWO Position: Q4 2025 in Review

Clarius Group LLC held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 884 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #301.

Clarius Group LLC first reported a position in IWO in Q1 2024 and has held it in 7 quarters since. The position peaked at $763K in Q1 2025. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Clarius Group LLC held 884 shares of iShares Russell 2000 Growth ETF worth $286K as of Q4 2025.
Clarius Group LLC left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 2000 Growth ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #301 holding.
Clarius Group LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 7 quarters since.
Clarius Group LLC's iShares Russell 2000 Growth ETF position peaked at $763K in Q1 2025.
1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.