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Pin Oak Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pin Oak Investment Advisors’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
Q1 		– Sell
-40
Closed -$11K – 466
2024
Q4 		$11K Hold
40
– – 0.01% 335
2024
Q3 		$11K Hold
40
– – 0.01% 334
2024
Q2 		$11K Hold
40
– – 0.01% 323
2024
Q1 		$11K Hold
40
– – 0.01% 320
2023
Q4 		$10K Hold
40
– – 0.01% 333
2023
Q3 		$9K Hold
40
– – 0.01% 334
2023
Q2 		$10K Buy
+40
New +$9.17K 0.01% 324
2018
Q1 		– Sell
-79
Closed -$15K – 430
2017
Q4 		$15K Buy
+79
New +$14.4K 0.01% 300

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pin Oak Investment Advisors's IWO Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 40 shares — an estimated $11K sold.

Pin Oak Investment Advisors first reported a position in IWO in Q4 2017 and held it in 8 quarters. The position peaked at $15K in Q4 2017. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 40 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $11K.
  • Pin Oak Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 8 quarters.
  • Pin Oak Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $15K in Q4 2017.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.