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

Schechter Investment 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 		$681K Hold
2,664
– – 0.06% 299
2024
Q4 		$767K Buy
2,664
+1,937
+266% +$573K 0.06% 286
2024
Q3 		$206K Buy
+727
New +$199K 0.02% 587

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's IWO Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2025 at 2,664 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #299.

Schechter Investment Advisors first reported a position in IWO in Q3 2024 and has held it in 3 quarters since. The position peaked at $767K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Schechter Investment Advisors held 2,664 shares of iShares Russell 2000 Growth ETF worth $681K as of Q1 2025.
  • Schechter Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2025.
  • iShares Russell 2000 Growth ETF made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #299 holding.
  • Schechter Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $767K in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.