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NFP Retirement Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NFP Retirement Inc’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
-736
Closed -$210K – 311
2025
Q2 		$210K Buy
+736
New +$194K 0.01% 280

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NFP Retirement Inc's IWO Position: Q3 2025 in Review

NFP Retirement Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 736 shares — an estimated $210K sold.

NFP Retirement Inc first reported a position in IWO in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 992 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • NFP Retirement Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 736 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $210K.
  • NFP Retirement Inc first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and held it in 1 quarter.
  • NFP Retirement Inc's iShares Russell 2000 Growth ETF position peaked at $210K in Q2 2025.
  • 992 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.