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Marshall & Sterling Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Marshall & Sterling Wealth 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
Q3 		– Sell
-7
Closed -$2K – 667
2025
Q2 		$2K Hold
7
– – ﹤0.01% 546
2025
Q1 		$1.79K Hold
7
– – ﹤0.01% 544
2024
Q4 		$2.02K Buy
+7
New +$2.07K ﹤0.01% 307

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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IWO Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 7 shares — an estimated $2K sold.

Marshall & Sterling Wealth Advisors first reported a position in IWO in Q4 2024 and held it in 3 quarters. The position peaked at $2.02K in Q4 2024. 992 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 7 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $2K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $2.02K in Q4 2024.
  • 992 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.