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IWO icon

Dentgroup’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Dentgroup’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 		$404K Sell
1,249
-5
-0.4% -$1.63K 0.28% 76
2025
Q3 		$401K Sell
1,254
-47
-4% -$14.2K 0.26% 77
2025
Q2 		$372K Sell
1,301
-328
-20% -$86.3K 0.26% 73
2025
Q1 		$416K Sell
1,629
-37
-2% -$10.4K 0.31% 68
2024
Q4 		$480K Sell
1,666
-12
-0.7% -$3.55K 0.37% 61
2024
Q3 		$476K Sell
1,678
-188
-10% -$51.5K 0.36% 62
2024
Q2 		$490K Sell
1,866
-8
-0.4% -$2.08K 0.39% 59
2024
Q1 		$508K Sell
1,874
-48
-2% -$12.3K 0.42% 53
2023
Q4 		$485K Sell
1,922
-507
-21% -$114K 0.43% 51
2023
Q3 		$545K Sell
2,429
-183
-7% -$43.8K 0.4% 63
2023
Q2 		$634K Buy
2,612
+3
+0.1% +$688 0.46% 54
2023
Q1 		$592K Buy
2,609
+4
+0.2% +$915 0.48% 54
2022
Q4 		$559K Sell
2,605
-419
-14% -$91.8K 0.48% 53
2022
Q3 		$632K Sell
3,024
-82
-3% -$18.5K 0.63% 44
2022
Q2 		$641K Buy
3,106
+2
+0.1% +$446 0.71% 39
2022
Q1 		$794K Buy
3,104
+2
+0.1% +$512 0.76% 36
2021
Q4 		$909K Buy
+3,102
New +$935K 0.86% 35

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

Dentgroup's IWO Position: Q4 2025 in Review

Dentgroup reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.4% in Q4 2025, selling an estimated $1.63K and leaving 1,249 shares worth $404K. The position accounts for 0.28% of the portfolio, ranked #76.

Dentgroup first reported a position in IWO in Q4 2021 and has held it in 17 quarters since. The position peaked at $909K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Dentgroup held 1,249 shares of iShares Russell 2000 Growth ETF worth $404K as of Q4 2025.
  • Dentgroup sold 5 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $1.63K.
  • iShares Russell 2000 Growth ETF made up 0.28% of Dentgroup's portfolio in Q4 2025, its #76 holding.
  • Dentgroup first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's iShares Russell 2000 Growth ETF position peaked at $909K in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.