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Old Mission Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Old Mission Capital’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
-1,756
Closed -$505K – 1088
2024
Q4 		$505K Sell
1,756
-733
-29% -$217K 0.01% 606
2024
Q3 		$707K Sell
2,489
-5,002
-67% -$1.37M 0.01% 617
2024
Q2 		$1.97M Buy
+7,491
New +$1.94M 0.03% 307
2022
Q3 		– Sell
-6,884
Closed -$1.42M – 1160
2022
Q2 		$1.42M Buy
6,884
+3,662
+114% +$817K 0.04% 435
2022
Q1 		$824K Sell
3,222
-478
-13% -$122K 0.02% 541
2021
Q4 		$1.08M Buy
+3,700
New +$1.12M 0.04% 412
2021
Q2 		– Sell
-46,103
Closed -$13.9M – 1134
2021
Q1 		$13.9M Buy
46,103
+43,594
+1,738% +$13.5M 0.77% 21
2020
Q4 		$719K Buy
+2,509
New +$639K 0.04% 297
2019
Q4 		– Sell
-7,200
Closed -$1.39M – 342
2019
Q3 		$1.39M Buy
7,200
+5,900
+454% +$1.17M 0.17% 82
2019
Q2 		$261K Buy
+1,300
New +$257K 0.03% 217
2017
Q2 		– Sell
-3,804
Closed -$615K – 338
2017
Q1 		$615K Buy
3,804
+2,503
+192% +$397K 0.07% 169
2016
Q4 		$200K Buy
+1,301
New +$194K 0.02% 360

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Old Mission Capital's IWO Position: Q1 2025 in Review

Old Mission Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 1,756 shares — an estimated $505K sold.

Old Mission Capital first reported a position in IWO in Q4 2016 and held it in 12 quarters. The position peaked at $13.9M in Q1 2021. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Old Mission Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 1,756 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $505K.
  • Old Mission Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 12 quarters.
  • Old Mission Capital's iShares Russell 2000 Growth ETF position peaked at $13.9M in Q1 2021.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.