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Tucker Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tucker Asset Management’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
Q4 		$48.5K Hold
150
– – 0.01% 299
2025
Q3 		$48K Buy
+150
New +$45.3K 0.01% 184
2024
Q2 		– Sell
-10
Closed -$2.71K – 1735
2024
Q1 		$2.71K Buy
+10
New +$2.56K ﹤0.01% 1257
2023
Q1 		– Sell
-8
Closed -$1.72K – 1204
2022
Q4 		$1.72K Buy
+8
New +$1.75K ﹤0.01% 579

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tucker Asset Management's IWO Position: Q4 2025 in Review

Tucker Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 150 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #299.

Tucker Asset Management first reported a position in IWO in Q4 2022 and has held it in 4 quarters since. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Tucker Asset Management held 150 shares of iShares Russell 2000 Growth ETF worth $48.5K as of Q4 2025.
  • Tucker Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 Growth ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #299 holding.
  • Tucker Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.