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GFS Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

GFS Advisors’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
-3,000
Closed -$863K – 140
2024
Q4 		$863K Hold
3,000
– – 0.13% 95
2024
Q3 		$852K Buy
3,000
+2,172
+262% +$595K 0.18% 73
2024
Q2 		$788K Sell
828
-2,172
-72% -$564K 0.13% 102
2024
Q1 		$812K Hold
3,000
– – 0.13% 95
2023
Q4 		$757K Hold
3,000
– – 0.11% 105
2023
Q3 		$672K Buy
+3,000
New +$718K 0.1% 112

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GFS Advisors's IWO Position: Q1 2025 in Review

GFS Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 3,000 shares — an estimated $863K sold.

GFS Advisors first reported a position in IWO in Q3 2023 and held it in 6 quarters. The position peaked at $863K in Q4 2024. 959 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • GFS Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • GFS Advisors sold 3,000 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $863K.
  • GFS Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 6 quarters.
  • GFS Advisors's iShares Russell 2000 Growth ETF position peaked at $863K in Q4 2024.
  • 959 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on GFS Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.