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

Family 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 Q3	–	Sell	-411	Closed	-$117K	–	269
2025 Q2	$117K	Sell	411 -60	-13%	-$15.8K	0.02%	198
2025 Q1	$120K	Hold	471	–	–	0.02%	180
2024 Q4	$136K	Hold	471	–	–	0.02%	167
2024 Q3	$134K	Hold	471	–	–	0.02%	165
2024 Q2	$124K	Hold	471	–	–	0.02%	150
2024 Q1	$128K	Hold	471	–	–	0.02%	152
2023 Q4	$119K	Hold	471	–	–	0.02%	145
2023 Q3	$106K	Hold	471	–	–	0.02%	140
2023 Q2	$114K	Hold	471	–	–	0.03%	145
2023 Q1	$107K	Hold	471	–	–	0.02%	132
2022 Q4	$101K	Hold	471	–	–	0.02%	149
2022 Q3	$97K	Hold	471	–	–	0.03%	141
2022 Q2	$97K	Hold	471	–	–	0.03%	154
2022 Q1	$120K	Hold	471	–	–	0.03%	157
2021 Q4	$138K	Hold	471	–	–	0.04%	167
2021 Q3	$138K	Buy	471 +20	+4%	+$6.01K	0.04%	160
2021 Q2	$141K	Hold	451	–	–	0.04%	180
2021 Q1	$136K	Sell	451 -32	-7%	-$9.93K	0.04%	151
2020 Q4	$138K	Buy	483 +32	+7%	+$8.16K	0.05%	159
2020 Q3	$100K	Hold	451	–	–	0.04%	118
2020 Q2	$93K	Hold	451	–	–	0.04%	148
2020 Q1	$71K	Sell	451 -7	-2%	-$1.39K	0.04%	142
2019 Q4	$98K	Hold	458	–	–	0.03%	167
2019 Q3	$88K	Hold	458	–	–	0.03%	150
2019 Q2	$92K	Buy	+458	New	+$90.6K	0.04%	146

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Family Management's IWO Position: Q3 2025 in Review

Family Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 411 shares — an estimated $117K sold.

Family Management first reported a position in IWO in Q2 2019 and held it in 25 quarters. The position peaked at $141K in Q2 2021. 992 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Family Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Family Management sold 411 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $117K.
Family Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 25 quarters.
Family Management's iShares Russell 2000 Growth ETF position peaked at $141K in Q2 2021.
992 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Family Management's 13F filing for Q3 2025, filed 13 Nov 2025.