Twin Tree Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Twin Tree 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 Q3	–	Sell	-15,300	Closed	-$4.37M	–	1654
2025 Q2	$4.37M	Sell	15,300 -5,200	-25%	-$1.37M	0.01%	1047
2025 Q1	$5.24M	Sell	20,500 -400	-2%	-$113K	0.01%	886
2024 Q4	$6.02M	Hold	20,900	–	–	0.01%	872
2024 Q3	$5.94M	Buy	+20,900	New	+$5.72M	0.01%	846
2022 Q2	–	Sell	-35,000	Closed	-$8.95M	–	1676
2022 Q1	$8.95M	Sell	35,000 -52,400	-60%	-$13.4M	0.01%	730
2021 Q4	$25.6M	Sell	87,400 -41,600	-32%	-$12.5M	0.05%	339
2021 Q3	$37.9M	Buy	+129,000	New	+$38.8M	0.08%	225
2020 Q3	–	Sell	-616,300	Closed	-$127M	–	1416
2020 Q2	$127M	Buy	+616,300	New	+$115M	0.52%	20
2018 Q2	–	Sell	-9,000	Closed	-$1.72M	–	1246
2018 Q1	$1.72M	Buy	+9,000	New	+$1.73M	0.01%	553

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Tree Management's IWO Position: Q3 2025 in Review

Twin Tree Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 1,640 shares — an estimated $469K sold.

Twin Tree Management first reported a position in IWO in Q4 2023 and held it in 5 quarters. The position peaked at $24M in Q4 2023. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Twin Tree Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Twin Tree Management sold 1,640 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $469K.
Twin Tree Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 5 quarters.
Twin Tree Management's iShares Russell 2000 Growth ETF position peaked at $24M in Q4 2023.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Twin Tree Management's 13F filing for Q3 2025, filed 13 Nov 2025.