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Ransom Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ransom Advisory’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 		$32.3K Buy
+100
New +$32.5K 0.01% 253
2025
Q1 		– Sell
-100
Closed -$28.8K – 372
2024
Q4 		$28.8K Hold
100
– – 0.01% 267
2024
Q3 		$28.4K Hold
100
– – 0.01% 276
2024
Q2 		$26.3K Hold
100
– – 0.01% 269
2024
Q1 		$27.1K Buy
+100
New +$25.6K 0.01% 226

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
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

Ransom Advisory's IWO Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2025: 100 shares worth $32.3K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IWO as recently as Q4 2024.

Ransom Advisory first reported a position in IWO in Q1 2024 and has held it in 5 quarters since. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Ransom Advisory held 100 shares of iShares Russell 2000 Growth ETF worth $32.3K as of Q4 2025.
  • iShares Russell 2000 Growth ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Russell 2000 Growth ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #253 holding.
  • Ransom Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.