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

Financial Network 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 Q1	$16K	Buy	+63	New	+$17.8K	0.01%	303

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

Financial Network Wealth Management's IWO Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2025: 63 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Financial Network Wealth Management held 63 shares of iShares Russell 2000 Growth ETF worth $16K as of Q1 2025.
iShares Russell 2000 Growth ETF was a new Financial Network Wealth Management position in Q1 2025.
iShares Russell 2000 Growth ETF made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #303 holding.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.