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LifeWealth Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LifeWealth Investments’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
-661
Closed -$212K – 190
2025
Q3 		$212K Buy
+661
New +$199K 0.03% 208

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifeWealth Investments's IWO Position: Q4 2025 in Review

LifeWealth Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 661 shares — an estimated $212K sold.

LifeWealth Investments first reported a position in IWO in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • LifeWealth Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 661 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $212K.
  • LifeWealth Investments first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • LifeWealth Investments's iShares Russell 2000 Growth ETF position peaked at $212K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.