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

PBMares Wealth Management’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 		$441K Buy
1,379
+24
+2% +$7.24K 0.07% 116
2025
Q2 		$387K Hold
1,355
– – 0.07% 125
2025
Q1 		$346K Sell
1,355
-6
-0.4% -$1.69K 0.07% 131
2024
Q4 		$392K Buy
1,361
+6
+0.4% +$1.77K 0.08% 130
2024
Q3 		$385K Hold
1,355
– – 0.08% 128
2024
Q2 		$356K Hold
1,355
– – 0.09% 131
2024
Q1 		$367K Sell
1,355
-24
-2% -$6.13K 0.1% 127
2023
Q4 		$348K Sell
1,379
-12
-0.9% -$2.71K 0.1% 125
2023
Q3 		$312K Hold
1,391
– – 0.11% 127
2023
Q2 		$337K Hold
1,391
– – 0.12% 126
2023
Q1 		$315K Hold
1,391
– – 0.12% 129
2022
Q4 		$298K Sell
1,391
-224
-14% -$49.1K 0.12% 124
2022
Q3 		$334K Sell
1,615
-374
-19% -$84.2K 0.15% 117
2022
Q2 		$410K Sell
1,989
-102
-5% -$22.7K 0.18% 104
2022
Q1 		$535K Sell
2,091
-20
-0.9% -$5.12K 0.33% 81
2021
Q4 		$619K Sell
2,111
-302
-13% -$91K 0.26% 80
2021
Q3 		$709K Sell
2,413
-865
-26% -$260K 0.34% 67
2021
Q2 		$1.02M Sell
3,278
-63
-2% -$19K 0.56% 40
2021
Q1 		$1M Buy
3,341
+1,783
+114% +$553K 0.82% 34
2020
Q4 		$447K Buy
+1,558
New +$397K 0.51% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PBMares Wealth Management's IWO Position: Q3 2025 in Review

PBMares Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q3 2025, buying an estimated $7.24K and bringing the position to 1,379 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #116.

PBMares Wealth Management first reported a position in IWO in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2021. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • PBMares Wealth Management held 1,379 shares of iShares Russell 2000 Growth ETF worth $441K as of Q3 2025.
  • PBMares Wealth Management bought 24 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $7.24K.
  • iShares Russell 2000 Growth ETF made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #116 holding.
  • PBMares Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • PBMares Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.02M in Q2 2021.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.