PSI Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

PSI 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	-100	Closed	-$28.8K	–	846
2024 Q4	$28.8K	Hold	100	–	–	0.01%	352
2024 Q3	$28.4K	Buy	+100	New	+$27.4K	0.01%	356
2023 Q4	–	Sell	-7	Closed	-$1.57K	–	889
2023 Q3	$1.57K	Hold	7	–	–	﹤0.01%	703
2023 Q2	$1.7K	Hold	7	–	–	﹤0.01%	673
2023 Q1	$1.59K	Hold	7	–	–	﹤0.01%	626
2022 Q4	$1.5K	Hold	7	–	–	﹤0.01%	628
2022 Q3	$1K	Buy	+7	New	+$1.57K	﹤0.01%	695
2022 Q2	–	Sell	-7	Closed	-$2K	–	808
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	627
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	670
2021 Q3	$2K	Buy	+7	New	+$2.1K	﹤0.01%	657
2020 Q1	–	Sell	-174	Closed	-$37K	–	340
2019 Q4	$37K	Buy	+174	New	+$35.3K	0.02%	297

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PSI Advisors's IWO Position: Q1 2025 in Review

PSI Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 100 shares — an estimated $28.8K sold.

PSI Advisors first reported a position in IWO in Q4 2019 and held it in 11 quarters. The position peaked at $37K in Q4 2019. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

PSI Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 100 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $28.8K.
PSI Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 11 quarters.
PSI Advisors's iShares Russell 2000 Growth ETF position peaked at $37K in Q4 2019.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.