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

Provident 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 		– Sell
-4
Closed -$1.14K – 144
2025
Q2 		$1.14K Hold
4
– – ﹤0.01% 133
2025
Q1 		$1.02K Hold
4
– – ﹤0.01% 132
2024
Q4 		$1.15K Sell
4
-125
-97% -$37K ﹤0.01% 120
2024
Q3 		$36.6K Buy
129
+4
+3% +$1.1K 0.01% 108
2024
Q2 		$32.8K Sell
125
-91
-42% -$23.6K 0.01% 102
2024
Q1 		$58.5K Sell
216
-16,578
-99% -$4.24M 0.02% 79
2023
Q4 		$4.24M Buy
16,794
+242
+1% +$54.5K 1.86% 15
2023
Q3 		$3.71M Buy
16,552
+763
+5% +$183K 1.8% 15
2023
Q2 		$3.83M Sell
15,789
-585
-4% -$134K 1.89% 14
2023
Q1 		$3.71M Sell
16,374
-18
-0.1% -$4.12K 1.9% 14
2022
Q4 		$3.52M Sell
16,392
-861
-5% -$189K 2.06% 15
2022
Q3 		$3.56M Buy
17,253
+1,630
+10% +$367K 2.16% 15
2022
Q2 		$3.22M Buy
15,623
+947
+6% +$211K 2.04% 15
2022
Q1 		$3.75M Buy
14,676
+2,002
+16% +$512K 2.28% 14
2021
Q4 		$3.71M Buy
12,674
+1,115
+10% +$336K 2.44% 11
2021
Q3 		$3.39M Buy
11,559
+1,190
+11% +$357K 2.57% 10
2021
Q2 		$3.23M Buy
10,369
+656
+7% +$197K 2.72% 10
2021
Q1 		$2.92M Buy
9,713
+1,236
+15% +$384K 3.23% 8
2020
Q4 		$2.43M Sell
8,477
-173
-2% -$44.1K 2.82% 9
2020
Q3 		$1.92M Buy
8,650
+682
+9% +$149K 2.22% 10
2020
Q2 		$1.65M Buy
7,968
+7,767
+3,864% +$1.45M 1.81% 19
2020
Q1 		$32K Sell
201
-135
-40% -$26.8K 0.04% 46
2019
Q4 		$72K Buy
+336
New +$68.2K 0.06% 48

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

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

Provident Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 4 shares — an estimated $1.14K sold.

Provident Wealth Management first reported a position in IWO in Q4 2019 and held it in 23 quarters. The position peaked at $4.24M in Q4 2023. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Provident Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Provident Wealth Management sold 4 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $1.14K.
  • Provident Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 23 quarters.
  • Provident Wealth Management's iShares Russell 2000 Growth ETF position peaked at $4.24M in Q4 2023.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Provident Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.