IWO β€” IShares Russell 2000 Growth ETF

Ownership history in BAYBAN  Β·  1 quarter on record

This page tracks every 13F SEC filing in which BAYBAN reported a position in IShares Russell 2000 Growth ETF (IWO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.01% (2025 Q4)
πŸ“Š Avg. % of fund
1.01%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    IWO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 3,531 β€” β€” 1.01% $1.1M $322.91

🏒 Other funds also holding IWO

As of 2025 Q4 β€” sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 12.33% BARINGS LLC 3Y 7Y 9.95% Powell Investment Advisors, LLC 3Y 6.71% LWM ADVISORS INC 6.41% Cassaday & Co Wealth Management LLC 3Y 6.27% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 5.68% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.22% Erickson Financial Group, LLC 3Y 5.19% Cohen Klingenstein LLC 3Y 7Y 5.07% Thoma Capital Management LLC 4.92%
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