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LexAurum Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LexAurum Advisors’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
-1,027
Closed -$262K – 365
2025
Q1 		$262K Sell
1,027
-252
-20% -$71.1K 0.05% 291
2024
Q4 		$368K Buy
+1,279
New +$378K 0.07% 234

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

LexAurum Advisors's IWO Position: Q2 2025 in Review

LexAurum Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,027 shares — an estimated $262K sold.

LexAurum Advisors first reported a position in IWO in Q4 2024 and held it in 2 quarters. The position peaked at $368K in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • LexAurum Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • LexAurum Advisors sold 1,027 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $262K.
  • LexAurum Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 2 quarters.
  • LexAurum Advisors's iShares Russell 2000 Growth ETF position peaked at $368K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on LexAurum Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.