Hexagon Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-1	Closed	-$256	–	901
2025 Q1	$256	Hold	1	–	–	﹤0.01%	1731
2024 Q4	$288	Hold	1	–	–	﹤0.01%	1738
2024 Q3	$284	Hold	1	–	–	﹤0.01%	1463
2024 Q2	$263	Hold	1	–	–	﹤0.01%	1375
2024 Q1	$271	Hold	1	–	–	﹤0.01%	1379
2023 Q4	$253	Sell	1 -2	-67%	-$451	﹤0.01%	1343
2023 Q3	$672	Hold	3	–	–	﹤0.01%	1232
2023 Q2	$728	Hold	3	–	–	﹤0.01%	1225
2023 Q1	$680	Hold	3	–	–	﹤0.01%	1233
2022 Q4	$644	Sell	3 -11	-79%	-$2.41K	﹤0.01%	1265
2022 Q3	$3K	Sell	14 -8	-36%	-$1.8K	﹤0.01%	1030
2022 Q2	$5K	Hold	22	–	–	﹤0.01%	806
2022 Q1	$6K	Hold	22	–	–	﹤0.01%	695
2021 Q4	$6K	Hold	22	–	–	﹤0.01%	656
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	650
2021 Q2	$7K	Hold	22	–	–	﹤0.01%	604
2021 Q1	$6K	Sell	22 -5	-19%	-$1.55K	﹤0.01%	577
2020 Q4	$7K	Hold	27	–	–	﹤0.01%	523
2020 Q3	$6K	Buy	+27	New	+$5.91K	﹤0.01%	512

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hexagon Capital Partners's IWO Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1 share — an estimated $256 sold.

Hexagon Capital Partners first reported a position in IWO in Q3 2020 and held it in 19 quarters. The position peaked at $7K in Q2 2021. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 1 iShares Russell 2000 Growth ETF share in Q2 2025, an estimated $256.
Hexagon Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares Russell 2000 Growth ETF position peaked at $7K in Q2 2021.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.