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MYCIO Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MYCIO Wealth Partners’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
-747
Closed -$191K – 52
2025
Q1 		$191K Sell
747
-501
-40% -$141K 0.05% 46
2024
Q4 		$359K Buy
1,248
+3
+0.2% +$887 0.09% 39
2024
Q3 		$354K Buy
1,245
+1
+0.1% +$274 0.08% 36
2024
Q2 		$326K Buy
1,244
+2
+0.2% +$519 0.08% 38
2024
Q1 		$336K Buy
1,242
+1
+0.1% +$256 0.08% 36
2023
Q4 		$313K Buy
1,241
+4
+0.3% +$902 0.09% 37
2023
Q3 		$277K Hold
1,237
– – 0.08% 37
2023
Q2 		$300K Buy
1,237
+1
+0.1% +$229 0.09% 34
2023
Q1 		$280K Buy
1,236
+2
+0.2% +$457 0.1% 35
2022
Q4 		$265K Buy
1,234
+4
+0.3% +$876 0.09% 38
2022
Q3 		$254K Hold
1,230
– – 0.1% 34
2022
Q2 		$254K Sell
1,230
-2,726
-69% -$608K 0.09% 32
2022
Q1 		$1.01M Buy
3,956
+2,728
+222% +$698K 0.32% 25
2021
Q4 		$360K Buy
1,228
+2
+0.2% +$603 0.12% 31
2021
Q3 		$360K Hold
1,226
– – 0.13% 29
2021
Q2 		$382K Buy
1,226
+1
+0.1% +$301 0.16% 27
2021
Q1 		$368K Sell
1,225
-347
-22% -$108K 0.16% 28
2020
Q4 		$451K Buy
1,572
+1
+0.1% +$255 0.25% 22
2020
Q3 		$348K Buy
1,571
+2
+0.1% +$438 0.24% 21
2020
Q2 		$325K Buy
1,569
+4
+0.3% +$748 0.22% 21
2020
Q1 		$248K Sell
1,565
-1,653
-51% -$328K 0.17% 22
2019
Q4 		$689K Buy
3,218
+415
+15% +$84.2K 0.04% 163
2019
Q3 		$601K Sell
2,803
-3,953
-59% -$784K 0.04% 158
2019
Q2 		$1.36M Sell
6,756
-468
-6% -$92.6K 0.11% 83
2019
Q1 		$1.42M Sell
7,224
-1,033
-13% -$197K 0.12% 77
2018
Q4 		$1.39M Buy
8,257
+430
+5% +$80.2K 0.13% 72
2018
Q3 		$1.68M Buy
7,827
+2,990
+62% +$637K 0.16% 57
2018
Q2 		$988K Buy
4,837
+60
+1% +$12K 0.1% 99
2018
Q1 		$910K Buy
4,777
+7
+0.1% +$1.34K 0.1% 85
2017
Q4 		$891K Sell
4,770
-448
-9% -$81.8K 0.1% 87
2017
Q3 		$934K Sell
5,218
-397
-7% -$67.4K 0.11% 88
2017
Q2 		$948K Hold
5,615
– – 0.11% 84
2017
Q1 		$908K Buy
5,615
+886
+19% +$141K 0.11% 86
2016
Q4 		$728K Buy
4,729
+1,462
+45% +$218K 0.1% 95
2016
Q3 		$486K Buy
3,267
+11
+0.3% +$1.6K 0.08% 103
2016
Q2 		$447K Hold
3,256
– – 0.08% 104
2016
Q1 		$432K Buy
3,256
+16
+0.5% +$2K 0.08% 109
2015
Q4 		$451K Sell
3,240
-89
-3% -$12.6K 0.08% 97
2015
Q3 		$446K Buy
3,329
+101
+3% +$15K 0.09% 88
2015
Q2 		$499K Buy
+3,228
New +$495K 0.1% 82
2014
Q3 		– Sell
-314
Closed -$43K – 640
2014
Q2 		$43K Hold
314
– – 0.01% 287
2014
Q1 		$43K Hold
314
– – 0.01% 274
2013
Q4 		$43K Buy
+314
New +$40.7K 0.01% 259

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MYCIO Wealth Partners's IWO Position: Q2 2025 in Review

MYCIO Wealth Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 747 shares — an estimated $191K sold.

MYCIO Wealth Partners first reported a position in IWO in Q4 2013 and held it in 43 quarters. The position peaked at $1.68M in Q3 2018. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • MYCIO Wealth Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • MYCIO Wealth Partners sold 747 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $191K.
  • MYCIO Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 43 quarters.
  • MYCIO Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $1.68M in Q3 2018.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on MYCIO Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.