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Keystone Global Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Keystone Global Partners’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
Q2 		– Sell
-1
Closed -$256 – 188
2025
Q1 		$256 Buy
+1
New +$282 ﹤0.01% 150

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keystone Global Partners's IWO Position: Q2 2025 in Review

Keystone Global Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1 share — an estimated $256 sold.

Keystone Global Partners first reported a position in IWO in Q1 2025 and held it in 1 quarter. The position peaked at $256 in Q1 2025. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Keystone Global Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1 iShares Russell 2000 Growth ETF share in Q2 2025, an estimated $256.
  • Keystone Global Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's iShares Russell 2000 Growth ETF position peaked at $256 in Q1 2025.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.