Kessler Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kessler Investment Group’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	-15	Closed	-$4.29K	–	139
2025 Q2	$4.29K	Sell	15 -14	-48%	-$3.69K	﹤0.01%	153
2025 Q1	$7.41K	Buy	29 +15	+107%	+$4.23K	﹤0.01%	153
2024 Q4	$4.03K	Hold	14	–	–	﹤0.01%	137
2024 Q3	$3.98K	Hold	14	–	–	﹤0.01%	140
2024 Q2	$3.67K	Hold	14	–	–	﹤0.01%	152
2024 Q1	$3.79K	Buy	+14	New	+$3.58K	﹤0.01%	145
2022 Q2	–	Sell	-500	Closed	-$128K	–	177
2022 Q1	$128K	Buy	+500	New	+$128K	0.07%	82

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 22.9% 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

Kessler Investment Group's IWO Position: Q3 2025 in Review

Kessler Investment Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 15 shares — an estimated $4.29K sold.

Kessler Investment Group first reported a position in IWO in Q1 2022 and held it in 7 quarters. The position peaked at $128K in Q1 2022. 992 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Kessler Investment Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 15 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $4.29K.
Kessler Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 7 quarters.
Kessler Investment Group's iShares Russell 2000 Growth ETF position peaked at $128K in Q1 2022.
992 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.