Strategic Financial Concepts’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Strategic Financial Concepts’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 Q3	–	Sell	-1,358	Closed	-$388K	–	299
2025 Q2	$388K	Buy	1,358 +51	+4%	+$13.4K	0.05%	168
2025 Q1	$334K	Buy	1,307 +91	+7%	+$25.7K	0.06%	222
2024 Q4	$350K	Sell	1,216 -333	-21%	-$98.5K	0.07%	216
2024 Q3	$440K	Buy	1,549 +1,539	+15,390%	+$422K	0.14%	138
2024 Q2	$2.74K	Sell	10 -2,676	-100%	-$695K	﹤0.01%	525
2024 Q1	$727K	Buy	+2,686	New	+$686K	0.18%	130
2023 Q4	–	Sell	-2,736	Closed	-$613K	–	203
2023 Q3	$613K	Buy	2,736 +975	+55%	+$233K	0.21%	118
2023 Q2	$427K	Buy	1,761 +15	+0.9%	+$3.44K	0.16%	139
2023 Q1	$396K	Buy	+1,746	New	+$399K	0.16%	133

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 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Financial Concepts's IWO Position: Q3 2025 in Review

Strategic Financial Concepts sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 1,358 shares — an estimated $388K sold.

Strategic Financial Concepts first reported a position in IWO in Q1 2023 and held it in 9 quarters. The position peaked at $727K in Q1 2024. 992 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Strategic Financial Concepts reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 1,358 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $388K.
Strategic Financial Concepts first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's iShares Russell 2000 Growth ETF position peaked at $727K in Q1 2024.
992 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.