KIG
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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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return