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

Wealth Alliance’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 Q1	–	Sell	-3,189	Closed	-$918K	–	534
2024 Q4	$918K	Buy	+3,189	New	+$943K	0.11%	174
2024 Q3	–	Sell	-1,871	Closed	-$491K	–	540
2024 Q2	$491K	Buy	1,871 +719	+62%	+$187K	0.06%	253
2024 Q1	$312K	Buy	+1,152	New	+$294K	0.04%	390
2023 Q1	–	Sell	-4,016	Closed	-$862K	–	528
2022 Q4	$862K	Buy	4,016 +486	+14%	+$106K	0.15%	154
2022 Q3	$729K	Sell	3,530 -3,170	-47%	-$713K	0.14%	154
2022 Q2	$1.38M	Buy	+6,700	New	+$1.49M	0.27%	85
2022 Q1	–	Sell	-2,020	Closed	-$592K	–	463
2021 Q4	$592K	Buy	+2,020	New	+$609K	0.12%	194

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

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

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

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

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

Wealth Alliance's IWO Position: Q1 2025 in Review

Wealth Alliance sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 3,189 shares — an estimated $918K sold.

Wealth Alliance first reported a position in IWO in Q4 2021 and held it in 7 quarters. The position peaked at $1.38M in Q2 2022. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Wealth Alliance reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Wealth Alliance sold 3,189 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $918K.
Wealth Alliance first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 7 quarters.
Wealth Alliance's iShares Russell 2000 Growth ETF position peaked at $1.38M in Q2 2022.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.