Motiv8 Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Motiv8 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	$5K	Buy	+16	New	+$5.2K	﹤0.01%	561

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Motiv8 Investments's IWO Position: Q4 2025 in Review

Motiv8 Investments opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2025: 16 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings.

1,064 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Motiv8 Investments held 16 shares of iShares Russell 2000 Growth ETF worth $5K as of Q4 2025.
iShares Russell 2000 Growth ETF was a new Motiv8 Investments position in Q4 2025.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #561 holding.
1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.