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

Semmax Financial 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 Q2	$51K	Hold	175	–	–	0.01%	183
2025 Q1	$45.7K	Buy	175 +1	+0.6%	+$282	0.01%	170
2024 Q4	$51.5K	Hold	174	–	–	0.01%	157
2024 Q3	$53.5K	Buy	174 +1	+0.6%	+$274	0.01%	148
2024 Q2	$46.2K	Hold	173	–	–	0.01%	156
2024 Q1	$45.1K	Hold	173	–	–	0.01%	151
2023 Q4	$43.4K	Buy	173 +1	+0.6%	+$225	0.02%	148
2023 Q3	$36.7K	Buy	+172	New	+$41.2K	0.01%	133
2022 Q4	$40K	Buy	172 +1	+0.6%	+$219	0.02%	123
2022 Q3	$38K	Hold	171	–	–	0.02%	120
2022 Q2	$41K	Buy	171 +1	+0.6%	+$223	0.02%	121
2022 Q1	$44K	Hold	170	–	–	0.02%	132
2021 Q4	$50K	Hold	170	–	–	0.02%	128
2021 Q3	$50K	Hold	170	–	–	0.02%	124
2021 Q2	$53K	Hold	170	–	–	0.02%	122
2021 Q1	$51K	Hold	170	–	–	0.02%	122
2020 Q4	$49K	Hold	170	–	–	0.02%	123
2020 Q3	$38K	Buy	170 +1	+0.6%	+$219	0.02%	122
2020 Q2	$35K	Buy	+169	New	+$31.6K	0.02%	121

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Semmax Financial Advisors's IWO Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2025 at 175 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #183.

Semmax Financial Advisors first reported a position in IWO in Q2 2020 and has held it in 19 quarters since. The position peaked at $53.5K in Q3 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Semmax Financial Advisors held 175 shares of iShares Russell 2000 Growth ETF worth $51K as of Q2 2025.
Semmax Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2025.
iShares Russell 2000 Growth ETF made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #183 holding.
Semmax Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 19 quarters since.
Semmax Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $53.5K in Q3 2024.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.