Hamilton Point Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hamilton Point Investment 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 Q4	–	Sell	-13	Closed	-$4.16K	–	193
2025 Q3	$4.16K	Hold	13	–	–	﹤0.01%	158
2025 Q2	$3.72K	Hold	13	–	–	﹤0.01%	158
2025 Q1	$3.32K	Buy	+13	New	+$3.67K	﹤0.01%	153
2023 Q3	–	Sell	-59	Closed	-$14.3K	–	141
2023 Q2	$14.3K	Hold	59	–	–	﹤0.01%	141
2023 Q1	$13.4K	Buy	+59	New	+$13.5K	﹤0.01%	140

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 22.9% 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

Hamilton Point Investment Advisors's IWO Position: Q4 2025 in Review

Hamilton Point Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 13 shares — an estimated $4.16K sold.

Hamilton Point Investment Advisors first reported a position in IWO in Q1 2023 and held it in 5 quarters. The position peaked at $14.3K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Hamilton Point Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Hamilton Point Investment Advisors sold 13 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $4.16K.
Hamilton Point Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 5 quarters.
Hamilton Point Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $14.3K in Q2 2023.
1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.