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Wood Tarver Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wood Tarver Financial Group’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
-51
Closed -$14K – 396
2025
Q2 		$14K Hold
51
– – ﹤0.01% 395
2025
Q1 		$13K Hold
51
– – ﹤0.01% 390
2024
Q4 		$14K Buy
+51
New +$15.1K ﹤0.01% 379

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wood Tarver Financial Group's IWO Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 51 shares — an estimated $14K sold.

Wood Tarver Financial Group first reported a position in IWO in Q4 2024 and held it in 3 quarters. The position peaked at $14K in Q2 2025. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 51 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $14K.
  • Wood Tarver Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares Russell 2000 Growth ETF position peaked at $14K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.