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

Weiss 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
2022 Q2	–	Sell	-200,000	Closed	-$51.1M	–	721
2022 Q1	$51.1M	Hold	200,000	–	–	1.06%	15
2021 Q4	$58.6M	Buy	+200,000	New	+$60.3M	1.26%	5
2021 Q3	–	Sell	-30,000	Closed	-$9.35M	–	557
2021 Q2	$9.35M	Hold	30,000	–	–	0.23%	129
2021 Q1	$9.02M	Sell	30,000 -37,700	-56%	-$11.7M	0.24%	112
2020 Q4	$19.9M	Buy	+67,700	New	+$17.3M	0.88%	33

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

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Weiss Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 1,251 shares — an estimated $400K sold.

Weiss Asset Management first reported a position in IWO in Q1 2021 and held it in 10 quarters. The position peaked at $22.7M in Q4 2023. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Weiss Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Weiss Asset Management sold 1,251 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $400K.
Weiss Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 10 quarters.
Weiss Asset Management's iShares Russell 2000 Growth ETF position peaked at $22.7M in Q4 2023.
1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Weiss Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.