New England Capital Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New England Capital Financial 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 Q1	–	Sell	-543	Closed	-$156K	–	411
2024 Q4	$156K	Buy	543 +1	+0.2%	+$296	0.08%	61
2024 Q3	$154K	Buy	542 +2	+0.4%	+$548	0.08%	58
2024 Q2	$142K	Hold	540	–	–	0.08%	58
2024 Q1	$146K	Buy	540 +1	+0.2%	+$256	0.08%	56
2023 Q4	$136K	Buy	539 +2	+0.4%	+$451	0.08%	62
2023 Q3	$120K	Hold	537	–	–	0.08%	63
2023 Q2	$130K	Buy	537 +1	+0.2%	+$229	0.09%	60
2023 Q1	$122K	Buy	536 +1	+0.2%	+$229	0.09%	66
2022 Q4	$122K	Buy	+535	New	+$117K	0.09%	66

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New England Capital Financial Advisors's IWO Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 543 shares — an estimated $156K sold.

New England Capital Financial Advisors first reported a position in IWO in Q4 2022 and held it in 9 quarters. The position peaked at $156K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

New England Capital Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
New England Capital Financial Advisors sold 543 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $156K.
New England Capital Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 9 quarters.
New England Capital Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $156K in Q4 2024.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.