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MJP Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MJP Associates’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
Q1 		– Sell
-1,910
Closed -$550K – 243
2024
Q4 		$550K Buy
1,910
+61
+3% +$18K 0.1% 92
2024
Q3 		$525K Hold
1,849
– – 0.1% 97
2024
Q2 		$485K Sell
1,849
-34
-2% -$8.83K 0.1% 109
2024
Q1 		$510K Sell
1,883
-2
-0.1% -$511 0.11% 102
2023
Q4 		$475K Buy
+1,885
New +$425K 0.13% 80

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MJP Associates's IWO Position: Q1 2025 in Review

MJP Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 1,910 shares — an estimated $550K sold.

MJP Associates first reported a position in IWO in Q4 2023 and held it in 5 quarters. The position peaked at $550K in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • MJP Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • MJP Associates sold 1,910 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $550K.
  • MJP Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 5 quarters.
  • MJP Associates's iShares Russell 2000 Growth ETF position peaked at $550K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.