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Consolidated Portfolio Review Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-1,248
Closed -$400K – 223
2025
Q3 		$400K Buy
1,248
+4
+0.3% +$1.21K 0.05% 308
2025
Q2 		$356K Sell
1,244
-93
-7% -$24.5K 0.05% 318
2025
Q1 		$342K Buy
1,337
+1
+0.1% +$282 0.05% 282
2024
Q4 		$384K Sell
1,336
-21
-2% -$6.21K 0.06% 261
2024
Q3 		$385K Buy
1,357
+2
+0.1% +$548 0.09% 214
2024
Q2 		$356K Buy
1,355
+121
+10% +$31.4K 0.08% 207
2024
Q1 		$334K Sell
1,234
-153
-11% -$39.1K 0.09% 198
2023
Q4 		$350K Sell
1,387
-20
-1% -$4.51K 0.08% 214
2023
Q3 		$315K Buy
1,407
+15
+1% +$3.59K 0.08% 231
2023
Q2 		$338K Sell
1,392
-47
-3% -$10.8K 0.08% 215
2023
Q1 		$326K Buy
+1,439
New +$329K 0.09% 203

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

Consolidated Portfolio Review Corp's IWO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 1,248 shares — an estimated $400K sold.

Consolidated Portfolio Review Corp first reported a position in IWO in Q1 2023 and held it in 11 quarters. The position peaked at $400K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 1,248 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $400K.
  • Consolidated Portfolio Review Corp first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's iShares Russell 2000 Growth ETF position peaked at $400K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.