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Kestra Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kestra Investment Management’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
-440
Closed -$119K – 723
2025
Q2 		$119K Buy
440
+220
+100% +$57.9K ﹤0.01% 503
2025
Q1 		$56.2K Buy
+220
New +$62.1K ﹤0.01% 461

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

Kestra Investment Management's IWO Position: Q3 2025 in Review

Kestra Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 440 shares — an estimated $119K sold.

Kestra Investment Management first reported a position in IWO in Q1 2025 and held it in 2 quarters. The position peaked at $119K in Q2 2025. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Kestra Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 440 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $119K.
  • Kestra Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's iShares Russell 2000 Growth ETF position peaked at $119K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.