Global Financial Private Client’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-15	Closed	-$3.83K	–	898
2025 Q1	$3.83K	Hold	15	–	–	﹤0.01%	727
2024 Q4	$4.32K	Hold	15	–	–	﹤0.01%	650
2024 Q3	$4.26K	Hold	15	–	–	﹤0.01%	663
2024 Q2	$3.94K	Hold	15	–	–	﹤0.01%	524
2024 Q1	$4.03K	Hold	15	–	–	﹤0.01%	536
2023 Q4	$3.78K	Hold	15	–	–	﹤0.01%	538
2023 Q3	$3.32K	Hold	15	–	–	﹤0.01%	535
2023 Q2	$3.64K	Hold	15	–	–	﹤0.01%	522
2023 Q1	$3.41K	Hold	15	–	–	﹤0.01%	536
2022 Q4	$3.22K	Hold	15	–	–	﹤0.01%	524
2022 Q3	$3.19K	Hold	15	–	–	﹤0.01%	500
2022 Q2	$3.12K	Sell	15 -8	-35%	-$1.78K	﹤0.01%	483
2022 Q1	$5.95K	Buy	23 +8	+53%	+$2.05K	﹤0.01%	454
2021 Q4	$4.4K	Hold	15	–	–	﹤0.01%	462
2021 Q3	$4.46K	Hold	15	–	–	﹤0.01%	404
2021 Q2	$4.71K	Hold	15	–	–	﹤0.01%	412
2021 Q1	$4.58K	Hold	15	–	–	﹤0.01%	368
2020 Q4	$4.3K	Buy	+15	New	+$3.82K	﹤0.01%	367

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

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

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

Global Financial Private Client's IWO Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 15 shares — an estimated $3.83K sold.

Global Financial Private Client first reported a position in IWO in Q4 2020 and held it in 18 quarters. The position peaked at $5.95K in Q1 2022. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Global Financial Private Client reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 15 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $3.83K.
Global Financial Private Client first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's iShares Russell 2000 Growth ETF position peaked at $5.95K in Q1 2022.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.