Global Trust Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Global Trust Asset 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 Q4	–	Sell	-37	Closed	-$11.9K	–	500
2025 Q3	$11.9K	Hold	37	–	–	0.01%	387
2025 Q2	$10.6K	Hold	37	–	–	0.01%	374
2025 Q1	$9.51K	Hold	37	–	–	0.01%	360
2024 Q4	$10.7K	Buy	37 +7	+23%	+$2.07K	﹤0.01%	404
2024 Q3	$8.58K	Sell	30 -10	-25%	-$2.74K	﹤0.01%	389
2024 Q2	$10.6K	Hold	40	–	–	﹤0.01%	359
2024 Q1	$10.9K	Hold	40	–	–	﹤0.01%	351
2023 Q4	$10.2K	Hold	40	–	–	﹤0.01%	337
2023 Q3	$9.03K	Hold	40	–	–	﹤0.01%	336
2023 Q2	$9.77K	Hold	40	–	–	﹤0.01%	336
2023 Q1	$9.13K	Hold	40	–	–	﹤0.01%	321
2022 Q4	$8.64K	Sell	40 -51	-56%	-$11.2K	﹤0.01%	311
2022 Q3	$19K	Hold	91	–	–	0.01%	284
2022 Q2	$19K	Hold	91	–	–	0.01%	285
2022 Q1	$23K	Buy	91 +1	+1%	+$256	0.01%	327
2021 Q4	$27K	Hold	90	–	–	0.01%	297
2021 Q3	$27K	Hold	90	–	–	0.01%	272
2021 Q2	$28K	Hold	90	–	–	0.01%	276
2021 Q1	$27K	Hold	90	–	–	0.01%	251
2020 Q4	$26K	Sell	90 -5	-5%	-$1.27K	0.01%	264
2020 Q3	$21K	Buy	+95	New	+$20.8K	0.01%	240

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 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Trust Asset Management's IWO Position: Q4 2025 in Review

Global Trust Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 37 shares — an estimated $11.9K sold.

Global Trust Asset Management first reported a position in IWO in Q3 2020 and held it in 21 quarters. The position peaked at $28K in Q2 2021. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Global Trust Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Global Trust Asset Management sold 37 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $11.9K.
Global Trust Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 21 quarters.
Global Trust Asset Management's iShares Russell 2000 Growth ETF position peaked at $28K in Q2 2021.
1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.