Hazlett, Burt & Watson’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hazlett, Burt & Watson’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	-24	Closed	-$7K	–	815
2024 Q4	$7K	Hold	24	–	–	﹤0.01%	583
2024 Q3	$7K	Hold	24	–	–	﹤0.01%	561
2024 Q2	$7K	Hold	24	–	–	﹤0.01%	556
2024 Q1	$7K	Hold	24	–	–	﹤0.01%	545
2023 Q4	$7K	Hold	24	–	–	﹤0.01%	524
2023 Q3	$5K	Buy	24 +14	+140%	+$3.35K	﹤0.01%	566
2023 Q2	$2K	Buy	+10	New	+$2.29K	﹤0.01%	616

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hazlett, Burt & Watson's IWO Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 24 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in IWO in Q2 2023 and held it in 7 quarters. The position peaked at $7K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Hazlett, Burt & Watson reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 24 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $7K.
Hazlett, Burt & Watson first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and held it in 7 quarters.
Hazlett, Burt & Watson's iShares Russell 2000 Growth ETF position peaked at $7K in Q4 2024.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.