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

Rise 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 Q4	–	Sell	-49	Closed	-$15.8K	–	764
2025 Q3	$15.8K	Hold	49	–	–	0.01%	720
2025 Q2	$14.1K	Hold	49	–	–	0.01%	779
2025 Q1	$12.6K	Hold	49	–	–	0.01%	822
2024 Q4	$14.1K	Hold	49	–	–	0.01%	858
2024 Q3	$13.9K	Hold	49	–	–	0.01%	907
2024 Q2	$12.8K	Sell	49 -14	-22%	-$3.63K	0.01%	906
2024 Q1	$17.2K	Hold	63	–	–	0.01%	755
2023 Q4	$16K	Hold	63	–	–	0.01%	271
2023 Q3	$14.1K	Hold	63	–	–	0.01%	276
2023 Q2	$15.3K	Hold	63	–	–	0.01%	276
2023 Q1	$14.3K	Hold	63	–	–	0.01%	307
2022 Q4	$13.5K	Hold	63	–	–	0.01%	303
2022 Q3	$13K	Hold	63	–	–	0.01%	296
2022 Q2	$13K	Buy	63 +1	+2%	+$223	0.01%	299
2022 Q1	$16K	Hold	62	–	–	0.01%	268
2021 Q4	$18.3K	Buy	+62	New	+$18.7K	0.02%	258

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

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rise Advisors's IWO Position: Q4 2025 in Review

Rise Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 49 shares — an estimated $15.8K sold.

Rise Advisors first reported a position in IWO in Q4 2021 and held it in 16 quarters. The position peaked at $18.3K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Rise Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 49 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $15.8K.
Rise Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares Russell 2000 Growth ETF position peaked at $18.3K in Q4 2021.
1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.