IDA
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Intelligence Driven Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Intelligence Driven Advisers’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
2026
Q1 		$240K Buy
765
+1
+0.1% +$333 0.04% 108
2025
Q4 		$247K Buy
764
+1
+0.1% +$325 0.04% 112
2025
Q3 		$244K Buy
763
+1
+0.1% +$302 0.03% 104
2025
Q2 		$218K Buy
+762
New +$201K 0.03% 110
2025
Q1 		– Sell
-760
Closed -$219K – 111
2024
Q4 		$219K Buy
760
+3
+0.4% +$887 0.04% 94
2024
Q3 		$215K Buy
+757
New +$207K 0.03% 106

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM