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Jim Saulnier & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Jim Saulnier & Associates’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
Q4 		– Sell
-627
Closed -$201K – 144
2025
Q3 		$201K Buy
+627
New +$189K 0.11% 135

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 $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jim Saulnier & Associates's IWO Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 627 shares — an estimated $201K sold.

Jim Saulnier & Associates first reported a position in IWO in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Jim Saulnier & Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Saulnier & Associates sold 627 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $201K.
  • Jim Saulnier & Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's iShares Russell 2000 Growth ETF position peaked at $201K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.