Easterly Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Easterly Investment Partners’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 Q1	–	Sell	-1,170	Closed	-$337K	–	205
2024 Q4	$337K	Hold	1,170	–	–	0.03%	182
2024 Q3	$332K	Hold	1,170	–	–	0.03%	186
2024 Q2	$307K	Hold	1,170	–	–	0.03%	184
2024 Q1	$317K	Sell	1,170 -1	-0.1%	-$256	0.02%	189
2023 Q4	$295K	Hold	1,171	–	–	0.03%	173
2023 Q3	$262K	Hold	1,171	–	–	0.03%	169
2023 Q2	$284K	Hold	1,171	–	–	0.03%	182
2023 Q1	$266K	Hold	1,171	–	–	0.02%	179
2022 Q4	$251K	Buy	1,171 +1	+0.1%	+$219	0.02%	176
2022 Q3	$242K	Hold	1,170	–	–	0.02%	175
2022 Q2	$241K	Hold	1,170	–	–	0.02%	174
2022 Q1	$299K	Hold	1,170	–	–	0.02%	176
2021 Q4	$343K	Buy	+1,170	New	+$353K	0.03%	176

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Easterly Investment Partners's IWO Position: Q1 2025 in Review

Easterly Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 1,170 shares — an estimated $337K sold.

Easterly Investment Partners first reported a position in IWO in Q4 2021 and held it in 13 quarters. The position peaked at $343K in Q4 2021. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Easterly Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Easterly Investment Partners sold 1,170 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $337K.
Easterly Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 13 quarters.
Easterly Investment Partners's iShares Russell 2000 Growth ETF position peaked at $343K in Q4 2021.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Easterly Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.