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

Congress 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 Q2	$5.92M	Sell	20,700 -3,305	-14%	-$870K	0.06%	355
2025 Q1	$6.15M	Sell	24,005 -19,078	-44%	-$5.38M	0.07%	294
2024 Q4	$12.4M	Buy	43,083 +24,692	+134%	+$7.3M	0.17%	171
2024 Q3	$5.22M	Sell	18,391 -15,015	-45%	-$4.11M	0.07%	290
2024 Q2	$8.77M	Sell	33,406 -73	-0.2%	-$18.9K	0.14%	189
2024 Q1	$9.07M	Sell	33,479 -41,985	-56%	-$10.7M	0.16%	175
2023 Q4	$19M	Buy	75,464 +40,642	+117%	+$9.16M	0.35%	66
2023 Q3	$7.81M	Buy	+34,822	New	+$8.33M	0.16%	169
2023 Q1	–	Sell	-44,024	Closed	-$9.44M	–	566
2022 Q4	$9.44M	Buy	44,024 +42,383	+2,583%	+$9.29M	0.24%	130
2022 Q3	$339K	Buy	+1,641	New	+$369K	0.01%	452
2022 Q2	–	Sell	-2,846	Closed	-$728K	–	591
2022 Q1	$728K	Sell	2,846 -29,577	-91%	-$7.57M	0.02%	395
2021 Q4	$9.5M	Buy	+32,423	New	+$9.77M	0.19%	157

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's IWO Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 14% in Q2 2025, selling an estimated $870K and leaving 20,700 shares worth $5.92M. The position accounts for 0.06% of the portfolio, ranked #355.

Congress Wealth Management first reported a position in IWO in Q4 2021 and has held it in 12 quarters since. The position peaked at $19M in Q4 2023. 962 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Congress Wealth Management held 20,700 shares of iShares Russell 2000 Growth ETF worth $5.92M as of Q2 2025.
Congress Wealth Management sold 3,305 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $870K.
iShares Russell 2000 Growth ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #355 holding.
Congress Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's iShares Russell 2000 Growth ETF position peaked at $19M in Q4 2023.
962 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.