Clarkston Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clarkston Capital Partners’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 Q1	–	Sell	-193	Closed	-$55.4K	–	152
2024 Q4	$55.4K	Hold	193	–	–	﹤0.01%	152
2024 Q3	$54.7K	Hold	193	–	–	﹤0.01%	147
2024 Q2	$50.5K	Hold	193	–	–	﹤0.01%	147
2024 Q1	$52.1K	Hold	193	–	–	﹤0.01%	149
2023 Q4	$48.6K	Hold	193	–	–	﹤0.01%	151
2023 Q3	$43.2K	Hold	193	–	–	﹤0.01%	152
2023 Q2	$46.7K	Hold	193	–	–	﹤0.01%	155
2023 Q1	$43.7K	Hold	193	–	–	﹤0.01%	157
2022 Q4	$41.3K	Hold	193	–	–	﹤0.01%	169
2022 Q3	$40K	Hold	193	–	–	﹤0.01%	168
2022 Q2	$40K	Hold	193	–	–	﹤0.01%	177
2022 Q1	$49K	Buy	193 +1	+0.5%	+$256	﹤0.01%	184
2021 Q4	$56K	Hold	192	–	–	﹤0.01%	169
2021 Q3	$56K	Hold	192	–	–	﹤0.01%	163
2021 Q2	$60K	Hold	192	–	–	﹤0.01%	159
2021 Q1	$58K	Hold	192	–	–	﹤0.01%	158
2020 Q4	$55K	Hold	192	–	–	﹤0.01%	124
2020 Q3	$42K	Buy	192 +1	+0.5%	+$219	﹤0.01%	116
2020 Q2	$40K	Buy	+191	New	+$35.7K	﹤0.01%	106
2020 Q1	–	Sell	-191	Closed	-$41K	–	115
2019 Q4	$41K	Buy	+191	New	+$38.8K	﹤0.01%	109

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarkston Capital Partners's IWO Position: Q1 2025 in Review

Clarkston Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 193 shares — an estimated $55.4K sold.

Clarkston Capital Partners first reported a position in IWO in Q4 2019 and held it in 20 quarters. The position peaked at $60K in Q2 2021. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Clarkston Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 193 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $55.4K.
Clarkston Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 20 quarters.
Clarkston Capital Partners's iShares Russell 2000 Growth ETF position peaked at $60K in Q2 2021.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.