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Oldfather Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oldfather Financial Services’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 		$8.79M Sell
27,202
-3
-0% -$976 2.62% 10
2025
Q3 		$8.71M Buy
27,205
+864
+3% +$261K 2.71% 10
2025
Q2 		$7.53M Buy
26,341
+538
+2% +$142K 2.59% 11
2025
Q1 		$6.59M Buy
25,803
+129
+0.5% +$36.4K 2.5% 12
2024
Q4 		$7.39M Buy
25,674
+92
+0.4% +$27.2K 2.82% 10
2024
Q3 		$7.27M Sell
25,582
-166
-0.6% -$45.5K 2.8% 10
2024
Q2 		$6.76M Sell
25,748
-198
-0.8% -$51.4K 2.77% 9
2024
Q1 		$7.03M Buy
25,946
+539
+2% +$138K 2.89% 9
2023
Q4 		$6.41M Buy
25,407
+1,869
+8% +$421K 2.86% 10
2023
Q3 		$5.28M Buy
23,538
+152
+0.6% +$36.4K 2.68% 10
2023
Q2 		$5.67M Buy
23,386
+243
+1% +$55.7K 2.77% 10
2023
Q1 		$5.25M Buy
23,143
+1,922
+9% +$440K 2.71% 10
2022
Q4 		$4.55M Buy
21,221
+973
+5% +$213K 2.59% 10
2022
Q3 		$4.18M Buy
20,248
+616
+3% +$139K 2.62% 10
2022
Q2 		$4.41M Buy
19,632
+1,630
+9% +$363K 2.51% 10
2022
Q1 		$4.16M Buy
18,002
+1,030
+6% +$264K 2.26% 11
2021
Q4 		$4.42M Buy
16,972
+1,146
+7% +$345K 2.32% 10
2021
Q3 		$5.1M Sell
15,826
-140
-0.9% -$42.1K 2.62% 9
2021
Q2 		$4.81M Buy
15,966
+425
+3% +$128K 2.63% 9
2021
Q1 		$4.72M Sell
15,541
-1,148
-7% -$356K 2.71% 8
2020
Q4 		$5.45M Buy
16,689
+186
+1% +$47.4K 3.23% 7
2020
Q3 		$3.93M Sell
16,503
-8
-0% -$1.75K 2.8% 8
2020
Q2 		$3.56M Buy
16,511
+324
+2% +$60.6K 2.77% 8
2020
Q1 		$2.98M Buy
16,187
+2,893
+22% +$574K 2.83% 7
2019
Q4 		$2.88M Buy
+13,294
New +$2.7M 2.68% 8

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oldfather Financial Services's IWO Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.01% in Q4 2025, selling an estimated $976 and leaving 27,202 shares worth $8.79M. The position accounts for 2.62% of the portfolio, ranked #10.

Oldfather Financial Services first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Oldfather Financial Services held 27,202 shares of iShares Russell 2000 Growth ETF worth $8.79M as of Q4 2025.
  • Oldfather Financial Services sold 3 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $976.
  • iShares Russell 2000 Growth ETF made up 2.62% of Oldfather Financial Services's portfolio in Q4 2025, its #10 holding.
  • Oldfather Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.