3F
IWO icon

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

360 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
2026
Q1 		$7.9M Buy
25,159
+329
+1% +$109K 2.38% 11
2025
Q4 		$8.02M Sell
24,830
-704
-3% -$229K 2.42% 10
2025
Q3 		$8.17M Sell
25,534
-6
-0% -$1.81K 2.63% 11
2025
Q2 		$7.3M Buy
25,540
+865
+4% +$228K 2.3% 13
2025
Q1 		$6.31M Buy
24,675
+906
+4% +$256K 2.28% 13
2024
Q4 		$6.84M Buy
23,769
+305
+1% +$90.2K 2.47% 13
2024
Q3 		$6.66M Buy
23,464
+284
+1% +$77.8K 2.46% 13
2024
Q2 		$6.09M Buy
23,180
+452
+2% +$117K 2.3% 14
2024
Q1 		$6.15M Buy
22,728
+1,567
+7% +$400K 2.39% 13
2023
Q4 		$5.34M Buy
+21,161
New +$4.77M 2.36% 13
2023
Q3 		– Sell
-19,691
Closed -$4.78M – 77
2023
Q2 		$4.78M Buy
19,691
+200
+1% +$45.9K 2.47% 10
2023
Q1 		$4.42M Sell
19,491
-367
-2% -$83.9K 2.33% 13
2022
Q4 		$4.1M Hold
19,858
– – 2.67% 10
2022
Q3 		$4.1M Buy
19,858
+181
+0.9% +$40.7K 2.67% 10
2022
Q2 		$4.33M Sell
19,677
-77
-0.4% -$17.2K 2.61% 11
2022
Q1 		$5.16M Buy
19,754
+1,312
+7% +$336K 2.49% 14
2021
Q4 		$5.4M Buy
18,442
+377
+2% +$114K 2.47% 14
2021
Q3 		$5.3M Buy
18,065
+749
+4% +$225K 2.74% 12
2021
Q2 		$5.4M Buy
17,316
+1,266
+8% +$381K 2.8% 12
2021
Q1 		$4.83M Sell
16,050
-2,512
-14% -$780K 2.72% 12
2020
Q4 		$5.32M Buy
18,562
+164
+0.9% +$41.8K 3.16% 12
2020
Q3 		$4.08M Buy
18,398
+2,948
+19% +$645K 2.88% 11
2020
Q2 		$3.2M Buy
15,450
+6,408
+71% +$1.2M 2.65% 9
2020
Q1 		$1.43M Buy
9,042
+257
+3% +$51K 1.5% 13
2019
Q4 		$1.94M Buy
+8,785
New +$1.78M 1.43% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

360 Financial's IWO Position: Q1 2026 in Review

360 Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q1 2026, buying an estimated $109K and bringing the position to 25,159 shares worth $7.9M. The position accounts for 2.38% of the portfolio, ranked #11.

360 Financial first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.17M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • 360 Financial held 25,159 shares of iShares Russell 2000 Growth ETF worth $7.9M as of Q1 2026.
  • 360 Financial bought 329 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $109K.
  • iShares Russell 2000 Growth ETF made up 2.38% of 360 Financial's portfolio in Q1 2026, its #11 holding.
  • 360 Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 360 Financial's iShares Russell 2000 Growth ETF position peaked at $8.17M in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.