Headlands Technologies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Headlands Technologies’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 Q3	–	Sell	-1,086	Closed	-$310K	–	956
2025 Q2	$310K	Buy	1,086 +154	+17%	+$40.5K	0.04%	397
2025 Q1	$238K	Buy	+932	New	+$263K	0.03%	419
2024 Q4	–	Sell	-265	Closed	-$75.3K	–	1388
2024 Q3	$75.3K	Buy	+265	New	+$72.6K	0.01%	735
2024 Q2	–	Sell	-957	Closed	-$259K	–	1370
2024 Q1	$259K	Buy	957 +697	+268%	+$178K	0.06%	312
2023 Q4	$65.6K	Sell	260 -222	-46%	-$50K	0.02%	476
2023 Q3	$108K	Buy	+482	New	+$115K	0.05%	290
2023 Q2	–	Sell	-118	Closed	-$26.8K	–	903
2023 Q1	$26.8K	Sell	118 -344	-74%	-$78.7K	0.02%	270
2022 Q4	$99K	Buy	+462	New	+$101K	0.08%	210

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Headlands Technologies's IWO Position: Q3 2025 in Review

Headlands Technologies sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 1,086 shares — an estimated $310K sold.

Headlands Technologies first reported a position in IWO in Q4 2022 and held it in 8 quarters. The position peaked at $310K in Q2 2025. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Headlands Technologies reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Headlands Technologies sold 1,086 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $310K.
Headlands Technologies first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 8 quarters.
Headlands Technologies's iShares Russell 2000 Growth ETF position peaked at $310K in Q2 2025.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Headlands Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.