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Bartlett & Co Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bartlett & Co 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
2026
Q1 		$2.99M Sell
8,260
-180
-2% -$59.9K 0.04% 174
2025
Q4 		$2.73M Hold
8,440
– – 0.04% 177
2025
Q3 		$2.7M Sell
8,440
-16
-0.2% -$4.83K 0.04% 178
2025
Q2 		$2.42M Buy
8,456
+16
+0.2% +$4.21K 0.03% 178
2025
Q1 		$2.16M Sell
8,440
-200
-2% -$56.4K 0.03% 185
2024
Q4 		$2.49M Sell
8,640
-40
-0.5% -$11.8K 0.04% 176
2024
Q3 		$2.47M Hold
8,680
– – 0.04% 177
2024
Q2 		$2.28M Sell
8,680
-103
-1% -$26.7K 0.03% 184
2024
Q1 		$2.38M Sell
8,783
-268
-3% -$68.5K 0.04% 182
2023
Q4 		$2.32M Buy
9,051
+125
+1% +$28.2K 0.04% 194
2023
Q3 		$2M Sell
8,926
-85
-0.9% -$20.3K 0.04% 193
2023
Q2 		$2.19M Buy
9,011
+994
+12% +$228K 0.04% 196
2023
Q1 		$1.82M Hold
8,017
– – 0.04% 184
2022
Q4 		$1.72M Sell
8,017
-542
-6% -$119K 0.03% 189
2022
Q3 		$1.77M Sell
8,559
-215
-2% -$48.4K 0.04% 180
2022
Q2 		$1.81M Sell
8,774
-1,378
-14% -$307K 0.04% 175
2022
Q1 		$2.6M Sell
10,152
-247
-2% -$63.2K 0.05% 165
2021
Q4 		$3.05M Sell
10,399
-422
-4% -$127K 0.05% 159
2021
Q3 		$3.18M Sell
10,821
-2,851
-21% -$856K 0.06% 148
2021
Q2 		$4.26M Sell
13,672
-432
-3% -$130K 0.08% 135
2021
Q1 		$4.24M Sell
14,104
-2,136
-13% -$663K 0.09% 133
2020
Q4 		$4.66M Sell
16,240
-2,451
-13% -$625K 0.1% 128
2020
Q3 		$4.14M Buy
18,691
+408
+2% +$89.3K 0.1% 129
2020
Q2 		$3.78M Buy
18,283
+1,456
+9% +$272K 0.1% 131
2020
Q1 		$2.66M Buy
16,827
+1,990
+13% +$395K 0.08% 141
2019
Q4 		$3.18M Buy
14,837
+213
+1% +$43.2K 0.08% 140
2019
Q3 		$2.82M Buy
14,624
+6,074
+71% +$1.2M 0.07% 146
2019
Q2 		$1.72M Buy
8,550
+525
+7% +$104K 0.06% 139
2019
Q1 		$1.58M Buy
8,025
+340
+4% +$64.7K 0.06% 143
2018
Q4 		$1.29M Buy
7,685
+112
+1% +$20.9K 0.06% 150
2018
Q3 		$1.63M Buy
7,573
+1,294
+21% +$276K 0.06% 139
2018
Q2 		$1.28M Buy
6,279
+84
+1% +$16.8K 0.05% 146
2018
Q1 		$1.18M Buy
+6,195
New +$1.19M 0.05% 150

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

Bartlett & Co Wealth Management's IWO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.1% in Q1 2026, selling an estimated $59.9K and leaving 8,260 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #174.

Bartlett & Co Wealth Management first reported a position in IWO in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.66M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Bartlett & Co Wealth Management held 8,260 shares of iShares Russell 2000 Growth ETF worth $2.99M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 180 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $59.9K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's iShares Russell 2000 Growth ETF position peaked at $4.66M in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.