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RFN
RDA Financial Network’s
iShares Russell 2000 Growth ETF
IWO
Stock Holding History
RDA Financial Network’s Portfolio
IWO Stock Details
IWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-883
Closed
-$252K
–
270
2025
Q2
$252K
Sell
883
-7
-0.8%
-$1.84K
0.07%
220
2025
Q1
$227K
Hold
890
–
–
0.07%
224
2024
Q4
$256K
Sell
890
-30
-3%
-$8.88K
0.07%
208
2024
Q3
$261K
Hold
920
–
–
0.08%
201
2024
Q2
$242K
Hold
920
–
–
0.08%
207
2024
Q1
$249K
Hold
920
–
–
0.09%
206
2023
Q4
$232K
Hold
920
–
–
0.09%
201
2023
Q3
$206K
Hold
920
–
–
0.09%
205
2023
Q2
$223K
Hold
920
–
–
0.09%
204
2023
Q1
$209K
Buy
+920
New
+$210K
0.1%
207
2022
Q2
–
Sell
-920
Closed
-$235K
–
225
2022
Q1
$235K
Hold
920
–
–
0.1%
194
2021
Q4
$270K
Hold
920
–
–
0.11%
180
2021
Q3
$270K
Buy
920
+135
+17%
+$40.6K
0.12%
179
2021
Q2
$245K
Hold
785
–
–
0.11%
192
2021
Q1
$236K
Hold
785
–
–
0.1%
196
2020
Q4
$225K
Buy
+785
New
+$200K
0.1%
196
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
B
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
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
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
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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