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

ClientFirst 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
Q3 		– Sell
-841
Closed -$240K – 49
2025
Q2 		$240K Hold
841
– – 0.25% 44
2025
Q1 		$215K Sell
841
-1
-0.1% -$282 0.24% 44
2024
Q4 		$242K Buy
+842
New +$249K 0.25% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClientFirst Wealth Management's IWO Position: Q3 2025 in Review

ClientFirst Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 841 shares — an estimated $240K sold.

ClientFirst Wealth Management first reported a position in IWO in Q4 2024 and held it in 3 quarters. The position peaked at $242K in Q4 2024. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • ClientFirst Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • ClientFirst Wealth Management sold 841 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $240K.
  • ClientFirst Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 3 quarters.
  • ClientFirst Wealth Management's iShares Russell 2000 Growth ETF position peaked at $242K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on ClientFirst Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.