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Talon Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Talon Private Wealth’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 		$41.2K Buy
+144
New +$37.9K 0.01% 212
2025
Q1 		– Sell
-72
Closed -$20.7K – 236
2024
Q4 		$20.7K Sell
72
-4
-5% -$1.18K ﹤0.01% 191
2024
Q3 		$21.6K Buy
+76
New +$20.8K ﹤0.01% 132

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

Talon Private Wealth's IWO Position: Q2 2025 in Review

Talon Private Wealth opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2025: 144 shares worth $41.2K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in IWO as recently as Q4 2024.

Talon Private Wealth first reported a position in IWO in Q3 2024 and has held it in 3 quarters since. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Talon Private Wealth held 144 shares of iShares Russell 2000 Growth ETF worth $41.2K as of Q2 2025.
  • iShares Russell 2000 Growth ETF was a new Talon Private Wealth position in Q2 2025.
  • iShares Russell 2000 Growth ETF made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #212 holding.
  • Talon Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.