GPS Wealth Strategies Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

GPS Wealth Strategies Group’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	-122	Closed	-$39K	–	1077
2025 Q3	$39K	Hold	122	–	–	﹤0.01%	734
2025 Q2	$34.8K	Buy	122 +7	+6%	+$1.84K	﹤0.01%	725
2025 Q1	$29.3K	Hold	115	–	–	﹤0.01%	730
2024 Q4	$33K	Hold	115	–	–	﹤0.01%	680
2024 Q3	$32.7K	Sell	115 -2	-2%	-$548	﹤0.01%	681
2024 Q2	$30.7K	Buy	117 +87	+290%	+$22.6K	﹤0.01%	663
2024 Q1	$8.13K	Hold	30	–	–	﹤0.01%	901
2023 Q4	$7.57K	Hold	30	–	–	﹤0.01%	891
2023 Q3	$6.72K	Hold	30	–	–	﹤0.01%	918
2023 Q2	$7.28K	Hold	30	–	–	﹤0.01%	905
2023 Q1	$6.8K	Buy	+30	New	+$6.86K	﹤0.01%	910
2022 Q3	–	Sell	-52	Closed	-$11K	–	1157
2022 Q2	$11K	Hold	52	–	–	﹤0.01%	742
2022 Q1	$13K	Hold	52	–	–	﹤0.01%	673
2021 Q4	$15K	Hold	52	–	–	﹤0.01%	650
2021 Q3	$15K	Hold	52	–	–	﹤0.01%	632
2021 Q2	$16K	Hold	52	–	–	﹤0.01%	643
2021 Q1	$15K	Buy	+52	New	+$16.1K	﹤0.01%	607

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

GPS Wealth Strategies Group's IWO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 122 shares — an estimated $39K sold.

GPS Wealth Strategies Group first reported a position in IWO in Q1 2021 and held it in 17 quarters. The position peaked at $39K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 122 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $39K.
GPS Wealth Strategies Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 17 quarters.
GPS Wealth Strategies Group's iShares Russell 2000 Growth ETF position peaked at $39K in Q3 2025.
1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.