Kovitz Investment Group Partners
IWO icon

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

Kovitz Investment Group 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
Q4 		– Sell
-38,803
Closed -$12.4M – 888
2025
Q3 		$12.4M Sell
38,803
-148
-0.4% -$44.6K 0.05% 292
2025
Q2 		$11.1M Buy
38,951
+977
+3% +$257K 0.05% 287
2025
Q1 		$9.7M Sell
37,974
-1,751
-4% -$494K 0.05% 276
2024
Q4 		$11.4M Buy
39,725
+1,322
+3% +$391K 0.06% 242
2024
Q3 		$139K Sell
38,403
-916
-2% -$251K ﹤0.01% 972
2024
Q2 		$10.3M Buy
+39,319
New +$10.2M 0.09% 175

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 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 $617B AUM 30.33% 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

Kovitz Investment Group Partners's IWO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 38,803 shares — an estimated $12.4M sold.

Kovitz Investment Group Partners first reported a position in IWO in Q2 2024 and held it in 6 quarters. The position peaked at $12.4M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 38,803 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $12.4M.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's iShares Russell 2000 Growth ETF position peaked at $12.4M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.