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BOLTON SECURITIES CORPORATION’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.86M Buy
+5,810
New +$1.75M 0.09% 253
2025
Q1 		$1.56M Buy
+6,105
New +$1.72M 0.09% 241

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWO Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2025: 5,810 shares worth $1.86M. The stake represents 0.09% of the portfolio and ranks #253 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IWO as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in IWO in Q1 2025 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 5,810 shares of iShares Russell 2000 Growth ETF worth $1.86M as of Q3 2025.
  • iShares Russell 2000 Growth ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • iShares Russell 2000 Growth ETF made up 0.09% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #253 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.