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

Darwin 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
Q4 		– Sell
-2
Closed -$643 – 680
2025
Q3 		$643 Hold
2
– – ﹤0.01% 553
2025
Q2 		$574 Hold
2
– – ﹤0.01% 554
2025
Q1 		$578 Hold
2
– – ﹤0.01% 579
2024
Q4 		$578 Hold
2
– – ﹤0.01% 579
2024
Q3 		$568 Buy
+2
New +$548 ﹤0.01% 589
2023
Q2 		– Sell
-2,610
Closed -$596K – 158
2023
Q1 		$596K Buy
2,610
+869
+50% +$199K 0.16% 90
2022
Q4 		$402K Sell
1,741
-6,470
-79% -$1.42M 0.1% 110
2022
Q3 		$1.75M Buy
8,211
+5,740
+232% +$1.29M 0.44% 55
2022
Q2 		$569K Sell
2,471
-2,837
-53% -$633K 0.12% 106
2022
Q1 		$1.36M Sell
5,308
-1,665
-24% -$426K 0.22% 77
2021
Q4 		$1.76M Buy
6,973
+2,386
+52% +$719K 0.28% 66
2021
Q3 		$1.35M Sell
4,587
-4,869
-51% -$1.46M 0.22% 74
2021
Q2 		$2.95M Sell
9,456
-13,325
-58% -$4.01M 0.48% 46
2021
Q1 		$6.85M Buy
22,781
+19,282
+551% +$5.98M 1.2% 22
2020
Q4 		$1M Sell
3,499
-4,945
-59% -$1.26M 0.19% 84
2020
Q3 		$1.87M Buy
+8,444
New +$1.85M 0.4% 65

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

Darwin Wealth Management's IWO Position: Q4 2025 in Review

Darwin Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 2 shares — an estimated $643 sold.

Darwin Wealth Management first reported a position in IWO in Q3 2020 and held it in 16 quarters. The position peaked at $6.85M in Q1 2021. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Darwin Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 2 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $643.
  • Darwin Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 16 quarters.
  • Darwin Wealth Management's iShares Russell 2000 Growth ETF position peaked at $6.85M in Q1 2021.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Darwin Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.