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The Family Firm’s iShares Russell 2000 Growth ETF IWO Stock Holding History

The Family Firm’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
-1,431
Closed -$366K – 138
2025
Q1 		$366K Buy
1,431
+2
+0.1% +$564 0.08% 144
2024
Q4 		$411K Buy
1,429
+5
+0.4% +$1.48K 0.09% 133
2024
Q3 		$404K Buy
1,424
+3
+0.2% +$822 0.09% 139
2024
Q2 		$373K Buy
1,421
+11
+0.8% +$2.85K 0.08% 134
2024
Q1 		$382K Buy
1,410
+1
+0.1% +$256 0.09% 133
2023
Q4 		$355K Buy
1,409
+6
+0.4% +$1.35K 0.09% 132
2023
Q3 		$314K Sell
1,403
-251
-15% -$60.1K 0.09% 135
2023
Q2 		$401K Buy
1,654
+2
+0.1% +$459 0.11% 118
2023
Q1 		$375K Buy
1,652
+4
+0.2% +$915 0.1% 119
2022
Q4 		$354K Sell
1,648
-11
-0.7% -$2.41K 0.1% 127
2022
Q3 		$343K Buy
1,659
+189
+13% +$42.5K 0.11% 121
2022
Q2 		$303K Buy
1,470
+2
+0.1% +$446 0.09% 140
2022
Q1 		$375K Buy
1,468
+184
+14% +$47.1K 0.1% 122
2021
Q4 		$376K Sell
1,284
-237
-16% -$71.4K 0.1% 122
2021
Q3 		$462K Buy
1,521
+2
+0.1% +$601 0.12% 102
2021
Q2 		$474K Buy
+1,519
New +$457K 0.13% 103

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 $424B AUM 22.94% 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

The Family Firm's IWO Position: Q2 2025 in Review

The Family Firm sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,431 shares — an estimated $366K sold.

The Family Firm first reported a position in IWO in Q2 2021 and held it in 16 quarters. The position peaked at $474K in Q2 2021. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • The Family Firm reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,431 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $366K.
  • The Family Firm first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 16 quarters.
  • The Family Firm's iShares Russell 2000 Growth ETF position peaked at $474K in Q2 2021.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.