PrairieView Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

PrairieView Partners’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 Q2	$0	Buy	+1	New	+$263	﹤0.01%	376
2023 Q3	–	Sell	-16	Closed	-$3K	–	431
2023 Q2	$3K	Hold	16	–	–	﹤0.01%	389
2023 Q1	$3K	Hold	16	–	–	﹤0.01%	364
2022 Q4	$3K	Hold	16	–	–	﹤0.01%	399
2022 Q3	$3K	Hold	16	–	–	﹤0.01%	372
2022 Q2	$3K	Hold	16	–	–	﹤0.01%	395
2022 Q1	$4K	Hold	16	–	–	﹤0.01%	374
2021 Q4	$5K	Hold	16	–	–	﹤0.01%	351
2021 Q3	$5K	Hold	16	–	–	﹤0.01%	303
2021 Q2	$5K	Hold	16	–	–	﹤0.01%	300
2021 Q1	$5K	Buy	+16	New	+$4.97K	﹤0.01%	306
2020 Q4	–	Sell	-62	Closed	-$14K	–	317
2020 Q3	$14K	Buy	62 +23	+59%	+$5.03K	﹤0.01%	217
2020 Q2	$8K	Hold	39	–	–	﹤0.01%	243
2020 Q1	$6K	Buy	+39	New	+$7.74K	﹤0.01%	245

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PrairieView Partners's IWO Position: Q2 2025 in Review

PrairieView Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2025: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: PrairieView Partners previously reported a position in IWO as recently as Q2 2023.

PrairieView Partners first reported a position in IWO in Q1 2020 and has held it in 14 quarters since. The position peaked at $14K in Q3 2020. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

PrairieView Partners held 1 share of iShares Russell 2000 Growth ETF worth $0 as of Q2 2025.
iShares Russell 2000 Growth ETF was a new PrairieView Partners position in Q2 2025.
iShares Russell 2000 Growth ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #376 holding.
PrairieView Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 14 quarters since.
PrairieView Partners's iShares Russell 2000 Growth ETF position peaked at $14K in Q3 2020.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.