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Marshall & Sullivan’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Marshall & Sullivan’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
-56
Closed -$16K – 71
2025
Q2 		$16K Buy
+56
New +$14.7K 0.01% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall & Sullivan's IWO Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 56 shares — an estimated $16K sold.

Marshall & Sullivan first reported a position in IWO in Q2 2025 and held it in 1 quarter. The position peaked at $16K in Q2 2025. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 56 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $16K.
  • Marshall & Sullivan first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's iShares Russell 2000 Growth ETF position peaked at $16K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.