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

Cynosure Group’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 		– Sell
-1,205
Closed -$308K – 388
2025
Q1 		$308K Hold
1,205
– – 0.04% 349
2024
Q4 		$347K Hold
1,205
– – 0.05% 168
2024
Q3 		$342K Hold
1,205
– – 0.05% 348
2024
Q2 		$316K Sell
1,205
-100
-8% -$26K 0.05% 326
2024
Q1 		$353K Buy
1,305
+2
+0.2% +$511 0.06% 163
2023
Q4 		$329K Buy
1,303
+3
+0.2% +$676 0.06% 129
2023
Q3 		$291K Buy
+1,300
New +$311K 0.09% 125

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cynosure Group's IWO Position: Q2 2025 in Review

Cynosure Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,205 shares — an estimated $308K sold.

Cynosure Group first reported a position in IWO in Q3 2023 and held it in 7 quarters. The position peaked at $353K in Q1 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Cynosure Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Cynosure Group sold 1,205 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $308K.
  • Cynosure Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 7 quarters.
  • Cynosure Group's iShares Russell 2000 Growth ETF position peaked at $353K in Q1 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Cynosure Group's 13F filing for Q2 2025, filed 12 Aug 2025.