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SMI Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SMI Advisory Services’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 		– Sell
-40,841
Closed -$11.6M – 53
2024
Q4 		$11.6M Buy
+40,841
New +$12.1M 2.68% 10
2024
Q3 		– Sell
-15,239
Closed -$3.99M – 60
2024
Q2 		$3.99M Buy
+15,239
New +$3.96M 0.99% 23

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

SMI Advisory Services's IWO Position: Q1 2025 in Review

SMI Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 40,841 shares — an estimated $11.6M sold.

SMI Advisory Services first reported a position in IWO in Q2 2024 and held it in 2 quarters. The position peaked at $11.6M in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • SMI Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • SMI Advisory Services sold 40,841 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $11.6M.
  • SMI Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and held it in 2 quarters.
  • SMI Advisory Services's iShares Russell 2000 Growth ETF position peaked at $11.6M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.