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

David 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 		$851K Hold
2,978
– – 0.63% 19
2025
Q1 		$761K Sell
2,978
-1
-0% -$282 0.64% 20
2024
Q4 		$857K Buy
+2,979
New +$881K 0.71% 19

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

David Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2025 at 2,978 shares worth $851K. The position accounts for 0.63% of the portfolio, ranked #19.

David Wealth Management first reported a position in IWO in Q4 2024 and has held it in 3 quarters since. The position peaked at $857K in Q4 2024. 961 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • David Wealth Management held 2,978 shares of iShares Russell 2000 Growth ETF worth $851K as of Q2 2025.
  • David Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2025.
  • iShares Russell 2000 Growth ETF made up 0.63% of David Wealth Management's portfolio in Q2 2025, its #19 holding.
  • David Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's iShares Russell 2000 Growth ETF position peaked at $857K in Q4 2024.
  • 961 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.