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Institute for Wealth Management’s Runway Growth Finance RWAY Stock Holding History

Institute for Wealth Management’s Portfolio RWAY Stock Details RWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,610
Closed -$120K – 566
2025
Q1 		$120K Hold
11,610
– – 0.02% 521
2024
Q4 		$127K Hold
11,610
– – 0.02% 499
2024
Q3 		$119K Hold
11,610
– – 0.02% 540
2024
Q2 		$137K Hold
11,610
– – 0.02% 495
2024
Q1 		$141K Buy
+11,610
New +$150K 0.02% 499

Other funds holding RWAY

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AFA
Allium Financial Advisors Lake Oswego, Oregon $153M AUM 28.43% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's RWAY Position: Q2 2025 in Review

Institute for Wealth Management sold out of Runway Growth Finance (RWAY) in Q2 2025, closing a stake of 11,610 shares — an estimated $120K sold.

Institute for Wealth Management first reported a position in RWAY in Q1 2024 and held it in 5 quarters. The position peaked at $141K in Q1 2024. 78 funds tracked by Wall St. Rank hold RWAY as of Q2 2025.

  • Institute for Wealth Management reported no remaining Runway Growth Finance position as of Q2 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 11,610 Runway Growth Finance shares in Q2 2025, an estimated $120K.
  • Institute for Wealth Management first reported a position in Runway Growth Finance in Q1 2024 and held it in 5 quarters.
  • Institute for Wealth Management's Runway Growth Finance position peaked at $141K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Runway Growth Finance as of Q2 2025.

Based on Institute for Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.