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Stegner Investment Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stegner Investment Associates’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 		– Sell
-1,549
Closed -$396K – 27
2025
Q1 		$396K Hold
1,549
– – 0.28% 19
2024
Q4 		$446K Sell
1,549
-67
-4% -$19.8K 0.3% 18
2024
Q3 		$459K Hold
1,616
– – 0.31% 17
2024
Q2 		$424K Hold
1,616
– – 0.31% 17
2024
Q1 		$437K Sell
1,616
-180
-10% -$46K 0.32% 17
2023
Q4 		$453K Hold
1,796
– – 0.36% 17
2023
Q3 		$403K Hold
1,796
– – 0.35% 17
2023
Q2 		$436K Sell
1,796
-40
-2% -$9.17K 0.36% 16
2023
Q1 		$416K Buy
1,836
+44
+2% +$10.1K 0.37% 16
2022
Q4 		$384K Buy
1,792
+113
+7% +$24.8K 0.35% 17
2022
Q3 		$357K Hold
1,679
– – 0.34% 18
2022
Q2 		$346K Sell
1,679
-347
-17% -$77.4K 0.33% 18
2022
Q1 		$518K Sell
2,026
-887
-30% -$227K 0.41% 19
2021
Q4 		$854K Hold
2,913
– – 0.61% 16
2021
Q3 		$855K Sell
2,913
-197
-6% -$59.2K 0.65% 16
2021
Q2 		$969K Sell
3,110
-1,016
-25% -$306K 0.73% 14
2021
Q1 		$1.24M Sell
4,126
-1,289
-24% -$400K 1.01% 13
2020
Q4 		$1.55M Hold
5,415
– – 1.32% 12
2020
Q3 		$1.2M Buy
+5,415
New +$1.19M 1.18% 11

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stegner Investment Associates's IWO Position: Q2 2025 in Review

Stegner Investment Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,549 shares — an estimated $396K sold.

Stegner Investment Associates first reported a position in IWO in Q3 2020 and held it in 19 quarters. The position peaked at $1.55M in Q4 2020. 961 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Stegner Investment Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Stegner Investment Associates sold 1,549 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $396K.
  • Stegner Investment Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 19 quarters.
  • Stegner Investment Associates's iShares Russell 2000 Growth ETF position peaked at $1.55M in Q4 2020.
  • 961 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Stegner Investment Associates's 13F filing for Q2 2025, filed 28 Jul 2025.