TA
IWO icon

TFG Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TFG Advisers’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 		$250K Sell
876
-39
-4% -$10.3K 0.09% 193
2025
Q1 		$234K Sell
915
-22
-2% -$6.21K 0.08% 192
2024
Q4 		$270K Buy
937
+2
+0.2% +$592 0.1% 180
2024
Q3 		$266K Buy
935
+1
+0.1% +$274 0.1% 181
2024
Q2 		$245K Hold
934
– – 0.1% 178
2024
Q1 		$253K Sell
934
-40
-4% -$10.2K 0.1% 177
2023
Q4 		$246K Buy
974
+3
+0.3% +$676 0.1% 175
2023
Q3 		$218K Hold
971
– – 0.1% 180
2023
Q2 		$236K Sell
971
-10
-1% -$2.29K 0.11% 180
2023
Q1 		$222K Sell
981
-4
-0.4% -$915 0.11% 184
2022
Q4 		$211K Sell
985
-40
-4% -$8.76K 0.11% 184
2022
Q3 		$212K Sell
1,025
-30
-3% -$6.75K 0.12% 179
2022
Q2 		$218K Sell
1,055
-11
-1% -$2.45K 0.12% 179
2022
Q1 		$273K Buy
1,066
+1
+0.1% +$256 0.13% 166
2021
Q4 		$312K Buy
1,065
+14
+1% +$4.22K 0.14% 156
2021
Q3 		$309K Buy
1,051
+1
+0.1% +$300 0.15% 151
2021
Q2 		$327K Buy
1,050
+3
+0.3% +$903 0.16% 143
2021
Q1 		$315K Buy
1,047
+1
+0.1% +$310 0.16% 141
2020
Q4 		$299K Buy
1,046
+1
+0.1% +$255 0.16% 143
2020
Q3 		$231K Buy
1,045
+24
+2% +$5.25K 0.13% 157
2020
Q2 		$211K Buy
+1,021
New +$191K 0.14% 150
2020
Q1 		– Sell
-1,181
Closed -$253K – 297
2019
Q4 		$253K Buy
1,181
+2
+0.2% +$406 0.14% 139
2019
Q3 		$227K Buy
1,179
+2
+0.2% +$397 0.15% 142
2019
Q2 		$236K Buy
1,177
+26
+2% +$5.14K 0.16% 138
2019
Q1 		$226K Buy
+1,151
New +$219K 0.16% 143

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

TFG Advisers's IWO Position: Q2 2025 in Review

TFG Advisers reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.3% in Q2 2025, selling an estimated $10.3K and leaving 876 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #193.

TFG Advisers first reported a position in IWO in Q1 2019 and has held it in 25 quarters since. The position peaked at $327K in Q2 2021. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • TFG Advisers held 876 shares of iShares Russell 2000 Growth ETF worth $250K as of Q2 2025.
  • TFG Advisers sold 39 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $10.3K.
  • iShares Russell 2000 Growth ETF made up 0.09% of TFG Advisers's portfolio in Q2 2025, its #193 holding.
  • TFG Advisers first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • TFG Advisers's iShares Russell 2000 Growth ETF position peaked at $327K in Q2 2021.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.