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Pandora Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pandora Wealth’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 		$25.8K Hold
80
– – 0.02% 167
2025
Q3 		$25.6K Hold
80
– – 0.02% 163
2025
Q2 		$22.9K Hold
80
– – 0.01% 165
2025
Q1 		$20.4K Buy
+80
New +$22.6K 0.01% 167

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

Pandora Wealth's IWO Position: Q4 2025 in Review

Pandora Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 80 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #167.

Pandora Wealth first reported a position in IWO in Q1 2025 and has held it in 4 quarters since. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Pandora Wealth held 80 shares of iShares Russell 2000 Growth ETF worth $25.8K as of Q4 2025.
  • Pandora Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 Growth ETF made up 0.02% of Pandora Wealth's portfolio in Q4 2025, its #167 holding.
  • Pandora Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.