Optimum Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $173K | Hold |
540
| – | – | 0.07% | 204 |
|
|
2025
Q2 | $154K | Hold |
540
| – | – | 0.07% | 204 |
|
|
2025
Q1 | $138K | Hold |
540
| – | – | 0.07% | 208 |
|
|
2024
Q4 | $155K | Hold |
540
| – | – | 0.07% | 205 |
|
|
2024
Q3 | $153K | Hold |
540
| – | – | 0.07% | 215 |
|
|
2024
Q2 | $142K | Hold |
540
| – | – | 0.06% | 217 |
|
|
2024
Q1 | $146K | Hold |
540
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $136K | Hold |
540
| – | – | 0.07% | 221 |
|
|
2023
Q3 | $121K | Hold |
540
| – | – | 0.06% | 237 |
|
|
2023
Q2 | $131K | Hold |
540
| – | – | 0.06% | 239 |
|
|
2023
Q1 | $122K | Hold |
540
| – | – | 0.06% | 235 |
|
|
2022
Q4 | $116K | Sell |
540
-7
| -1% | -$1.53K | 0.06% | 247 |
|
|
2022
Q3 | $113K | Hold |
547
| – | – | 0.06% | 252 |
|
|
2022
Q2 | $113K | Hold |
547
| – | – | 0.06% | 265 |
|
|
2022
Q1 | $140K | Hold |
547
| – | – | 0.06% | 269 |
|
|
2021
Q4 | $160K | Hold |
547
| – | – | 0.06% | 266 |
|
|
2021
Q3 | $161K | Hold |
547
| – | – | 0.07% | 261 |
|
|
2021
Q2 | $170K | Hold |
547
| – | – | 0.05% | 285 |
|
|
2021
Q1 | $165K | Hold |
547
| – | – | 0.05% | 293 |
|
|
2020
Q4 | $157K | Hold |
547
| – | – | 0.05% | 285 |
|
|
2020
Q3 | $121K | Hold |
547
| – | – | 0.04% | 305 |
|
|
2020
Q2 | $113K | Hold |
547
| – | – | 0.04% | 305 |
|
|
2020
Q1 | $87K | Hold |
547
| – | – | 0.04% | 329 |
|
|
2019
Q4 | $117K | Sell |
547
-95
| -15% | -$19.3K | 0.03% | 373 |
|
|
2019
Q3 | $124K | Buy |
642
+95
| +17% | +$18.8K | 0.04% | 336 |
|
|
2019
Q2 | $110K | Hold |
547
| – | – | 0.04% | 362 |
|
|
2019
Q1 | $108K | Hold |
547
| – | – | 0.04% | 366 |
|
|
2018
Q4 | $92K | Hold |
547
| – | – | 0.03% | 366 |
|
|
2018
Q3 | $118K | Hold |
547
| – | – | 0.03% | 376 |
|
|
2018
Q2 | $112K | Hold |
547
| – | – | 0.03% | 388 |
|
|
2018
Q1 | $104K | Buy |
+547
| New | +$105K | 0.03% | 399 |
|
|
2015
Q1 | $191K | Hold |
1,256
| – | – | 0.06% | 291 |
|
|
2014
Q4 | $179K | Hold |
1,256
| – | – | 0.06% | 283 |
|
|
2014
Q3 | $165K | Sell |
1,256
-15
| -1% | -$2.01K | 0.05% | 289 |
|
|
2014
Q2 | $176K | Buy |
1,271
+216
| +20% | +$28.4K | 0.06% | 277 |
|
|
2014
Q1 | $144K | Hold |
1,055
| – | – | 0.05% | 261 |
|
|
2013
Q4 | $143K | Hold |
1,055
| – | – | 0.05% | 254 |
|
|
2013
Q3 | $133K | Buy |
+1,055
| New | +$127K | 0.05% | 253 |
|
Other funds holding IWO
B
CCWM
Optimum Investment Advisors's IWO Position: Q3 2025 in Review
Optimum Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2025 at 540 shares worth $173K. The position accounts for 0.07% of the portfolio, ranked #204.
Optimum Investment Advisors first reported a position in IWO in Q3 2013 and has held it in 38 quarters since. The position peaked at $191K in Q1 2015. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.
- Optimum Investment Advisors held 540 shares of iShares Russell 2000 Growth ETF worth $173K as of Q3 2025.
- Optimum Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2025.
- iShares Russell 2000 Growth ETF made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #204 holding.
- Optimum Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $191K in Q1 2015.
- 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.