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

Main 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 Q2	–	Sell	-544	Closed	-$139K	–	111
2025 Q1	$139K	Hold	544	–	–	0.01%	65
2024 Q4	$157K	Hold	544	–	–	0.01%	65
2024 Q3	$154K	Hold	544	–	–	0.01%	68
2024 Q2	$143K	Hold	544	–	–	0.01%	76
2024 Q1	$147K	Hold	544	–	–	0.01%	79
2023 Q4	$137K	Hold	544	–	–	0.01%	75
2023 Q3	$122K	Hold	544	–	–	0.01%	75
2023 Q2	$132K	Buy	+544	New	+$125K	0.01%	76

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Main Management's IWO Position: Q2 2025 in Review

Main Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 544 shares — an estimated $139K sold.

Main Management first reported a position in IWO in Q2 2023 and held it in 8 quarters. The position peaked at $157K in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Main Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Main Management sold 544 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $139K.
Main Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and held it in 8 quarters.
Main Management's iShares Russell 2000 Growth ETF position peaked at $157K in Q4 2024.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Main Management's 13F filing for Q2 2025, filed 12 Aug 2025.