West Coast Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

West Coast Financial’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	-2,886	Closed	-$737K	–	77
2025 Q1	$737K	Hold	2,886	–	–	0.08%	86
2024 Q4	$831K	Hold	2,886	–	–	0.09%	82
2024 Q3	$820K	Hold	2,886	–	–	0.09%	87
2024 Q2	$758K	Hold	2,886	–	–	0.09%	84
2024 Q1	$782K	Hold	2,886	–	–	0.09%	82
2023 Q4	$728K	Hold	2,886	–	–	0.1%	82
2023 Q3	$647K	Hold	2,886	–	–	0.1%	85
2023 Q2	$700K	Hold	2,886	–	–	0.1%	86
2023 Q1	$655K	Hold	2,886	–	–	0.1%	82
2022 Q4	$619K	Hold	2,886	–	–	0.1%	79
2022 Q3	$596K	Hold	2,886	–	–	0.11%	79
2022 Q2	$595K	Hold	2,886	–	–	0.11%	77
2022 Q1	$738K	Hold	2,886	–	–	0.11%	75
2021 Q4	$846K	Hold	2,886	–	–	0.12%	76
2021 Q3	$847K	Hold	2,886	–	–	0.14%	75
2021 Q2	$900K	Hold	2,886	–	–	0.15%	74
2021 Q1	$868K	Hold	2,886	–	–	0.15%	73
2020 Q4	$827K	Hold	2,886	–	–	0.16%	70
2020 Q3	$639K	Hold	2,886	–	–	0.14%	72
2020 Q2	$597K	Hold	2,886	–	–	0.15%	68
2020 Q1	$456K	Hold	2,886	–	–	0.12%	71
2019 Q4	$618K	Hold	2,886	–	–	0.13%	74
2019 Q3	$556K	Hold	2,886	–	–	0.13%	77
2019 Q2	$580K	Buy	2,886 +226	+8%	+$44.7K	0.13%	74
2019 Q1	$523K	Hold	2,660	–	–	0.12%	79
2018 Q4	$447K	Sell	2,660 -326	-11%	-$60.8K	0.13%	78
2018 Q3	$642K	Buy	2,986 +326	+12%	+$69.5K	0.15%	87
2018 Q2	$544K	Hold	2,660	–	–	0.15%	72
2018 Q1	$507K	Hold	2,660	–	–	0.14%	75
2017 Q4	$497K	Sell	2,660 -326	-11%	-$59.5K	0.14%	81
2017 Q3	$534K	Buy	2,986 +326	+12%	+$55.4K	0.14%	95
2017 Q2	$449K	Hold	2,660	–	–	0.14%	84
2017 Q1	$430K	Sell	2,660 -350	-12%	-$55.5K	0.14%	90
2016 Q4	$463K	Hold	3,010	–	–	0.15%	91
2016 Q3	$448K	Hold	3,010	–	–	0.14%	95
2016 Q2	$413K	Hold	3,010	–	–	0.15%	79
2016 Q1	$399K	Hold	3,010	–	–	0.16%	68
2015 Q4	$419K	Hold	3,010	–	–	0.18%	74
2015 Q3	$403K	Hold	3,010	–	–	0.18%	71
2015 Q2	$465K	Hold	3,010	–	–	0.2%	68
2015 Q1	$456K	Sell	3,010 -19	-0.6%	-$2.77K	0.21%	67
2014 Q4	$431K	Hold	3,029	–	–	0.22%	66
2014 Q3	$393K	Hold	3,029	–	–	0.22%	70
2014 Q2	$419K	Hold	3,029	–	–	0.22%	71
2014 Q1	$412K	Sell	3,029 -21	-0.7%	-$2.87K	0.21%	74
2013 Q4	$413K	Hold	3,050	–	–	0.21%	74
2013 Q3	$384K	Hold	3,050	–	–	0.21%	75
2013 Q2	$340K	Buy	+3,050	New	+$333K	0.19%	80

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 $5.64B AUM 18.33% 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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

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

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

West Coast Financial's IWO Position: Q2 2025 in Review

West Coast Financial sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 2,886 shares — an estimated $737K sold.

West Coast Financial first reported a position in IWO in Q2 2013 and held it in 48 quarters. The position peaked at $900K in Q2 2021. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

West Coast Financial reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 2,886 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $737K.
West Coast Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 48 quarters.
West Coast Financial's iShares Russell 2000 Growth ETF position peaked at $900K in Q2 2021.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.