Windward Private Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Windward Private Wealth 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 Q1	–	Sell	-697	Closed	-$201K	–	43
2024 Q4	$201K	Sell	697 -13	-2%	-$3.85K	0.08%	46
2024 Q3	$202K	Buy	+710	New	+$194K	0.08%	47
2023 Q4	–	Sell	-936	Closed	-$210K	–	50
2023 Q3	$210K	Hold	936	–	–	0.09%	46
2023 Q2	$227K	Hold	936	–	–	0.1%	45
2023 Q1	$212K	Sell	936 -158	-14%	-$36.1K	0.09%	45
2022 Q4	$235K	Sell	1,094 -12	-1%	-$2.63K	0.1%	45
2022 Q3	$228K	Hold	1,106	–	–	0.11%	47
2022 Q2	$228K	Buy	1,106 +311	+39%	+$69.3K	0.1%	45
2022 Q1	$203K	Sell	795 -286	-26%	-$73.2K	0.08%	46
2021 Q4	$317K	Buy	1,081 +111	+11%	+$33.5K	0.12%	41
2021 Q3	$285K	Hold	970	–	–	0.12%	44
2021 Q2	$302K	Hold	970	–	–	0.12%	43
2021 Q1	$292K	Sell	970 -165	-15%	-$51.2K	0.13%	43
2020 Q4	$325K	Buy	+1,135	New	+$289K	0.15%	39

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

Windward Private Wealth Management's IWO Position: Q1 2025 in Review

Windward Private Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 697 shares — an estimated $201K sold.

Windward Private Wealth Management first reported a position in IWO in Q4 2020 and held it in 14 quarters. The position peaked at $325K in Q4 2020. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Windward Private Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Windward Private Wealth Management sold 697 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $201K.
Windward Private Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 14 quarters.
Windward Private Wealth Management's iShares Russell 2000 Growth ETF position peaked at $325K in Q4 2020.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Windward Private Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.