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

PFG Private 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
Q4 		– Sell
-2,248
Closed -$720K – 112
2025
Q3 		$720K Buy
+2,248
New +$678K 0.32% 61

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 $424B AUM 22.94% 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

PFG Private Wealth Management's IWO Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 2,248 shares — an estimated $720K sold.

PFG Private Wealth Management first reported a position in IWO in Q3 2025 and held it in 1 quarter. The position peaked at $720K in Q3 2025. 1,064 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • PFG Private Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,248 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $720K.
  • PFG Private Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's iShares Russell 2000 Growth ETF position peaked at $720K in Q3 2025.
  • 1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.