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

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RDA Financial Network's IWO Position: Q3 2025 in Review

RDA Financial Network sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 883 shares — an estimated $252K sold.

RDA Financial Network first reported a position in IWO in Q4 2020 and held it in 16 quarters. The position peaked at $270K in Q4 2021. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

RDA Financial Network reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
RDA Financial Network sold 883 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $252K.
RDA Financial Network first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 16 quarters.
RDA Financial Network's iShares Russell 2000 Growth ETF position peaked at $270K in Q4 2021.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.