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Financial Advocates Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Advocates Investment 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
-1,023
Closed -$292K – 332
2025
Q2 		$292K Sell
1,023
-1
-0.1% -$263 0.02% 506
2025
Q1 		$262K Sell
1,024
-934
-48% -$264K 0.02% 595
2024
Q4 		$564K Sell
1,958
-44
-2% -$13K 0.03% 419
2024
Q3 		$569K Sell
2,002
-21
-1% -$5.75K 0.03% 427
2024
Q2 		$531K Sell
2,023
-65
-3% -$16.9K 0.03% 423
2024
Q1 		$565K Sell
2,088
-28
-1% -$7.16K 0.03% 431
2023
Q4 		$534K Sell
2,116
-134
-6% -$30.2K 0.03% 418
2023
Q3 		$504K Buy
2,250
+32
+1% +$7.66K 0.04% 409
2023
Q2 		$538K Sell
2,218
-27
-1% -$6.19K 0.04% 383
2023
Q1 		$509K Sell
2,245
-369
-14% -$84.4K 0.04% 427
2022
Q4 		$561K Sell
2,614
-36
-1% -$7.89K 0.04% 424
2022
Q3 		$548K Sell
2,650
-96
-3% -$21.6K 0.05% 393
2022
Q2 		$566K Sell
2,746
-119
-4% -$26.5K 0.05% 378
2022
Q1 		$732K Buy
2,865
+98
+4% +$25.1K 0.05% 362
2021
Q4 		$811K Sell
2,767
-234
-8% -$70.5K 0.05% 375
2021
Q3 		$881K Sell
3,001
-2,271
-43% -$682K 0.06% 336
2021
Q2 		$1.4M Buy
5,272
+821
+18% +$247K 0.09% 261
2021
Q1 		$1.34M Sell
4,451
-1,183
-21% -$367K 0.09% 252
2020
Q4 		$1.3M Buy
5,634
+1,169
+26% +$298K 0.09% 254
2020
Q3 		$989K Sell
4,465
-3,768
-46% -$825K 0.08% 250
2020
Q2 		$1.1M Buy
8,233
+4,005
+95% +$749K 0.1% 234
2020
Q1 		$668K Sell
4,228
-1,235
-23% -$245K 0.1% 230
2019
Q4 		$1.17M Buy
5,463
+467
+9% +$94.8K 0.12% 192
2019
Q3 		$963K Sell
4,996
-910
-15% -$180K 0.11% 191
2019
Q2 		$1.19M Sell
5,906
-1,122
-16% -$222K 0.14% 166
2019
Q1 		$1.38M Sell
7,028
-31
-0.4% -$5.9K 0.17% 141
2018
Q4 		$1.19M Sell
7,059
-1,322
-16% -$247K 0.16% 148
2018
Q3 		$1.8M Sell
8,381
-8,926
-52% -$1.9M 0.2% 120
2018
Q2 		$3.57M Buy
17,307
+9,013
+109% +$1.8M 0.43% 58
2018
Q1 		$1.58M Sell
8,294
-123
-1% -$23.6K 0.21% 109
2017
Q4 		$1.57M Buy
+8,417
New +$1.54M 0.21% 100

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 $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
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's IWO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 1,023 shares — an estimated $292K sold.

Financial Advocates Investment Management first reported a position in IWO in Q4 2017 and held it in 31 quarters. The position peaked at $3.57M in Q2 2018. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,023 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $292K.
  • Financial Advocates Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Russell 2000 Growth ETF position peaked at $3.57M in Q2 2018.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.