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

BridgePort Financial Solutions’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 		$326K Hold
1,038
– – 0.09% 163
2025
Q4 		$335K Hold
1,038
– – 0.09% 172
2025
Q3 		$332K Hold
1,038
– – 0.09% 171
2025
Q2 		$297K Buy
+1,038
New +$273K 0.1% 153

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

BridgePort Financial Solutions's IWO Position: Q1 2026 in Review

BridgePort Financial Solutions held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,038 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #163.

BridgePort Financial Solutions first reported a position in IWO in Q2 2025 and has held it in 4 quarters since. The position peaked at $335K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • BridgePort Financial Solutions held 1,038 shares of iShares Russell 2000 Growth ETF worth $326K as of Q1 2026.
  • BridgePort Financial Solutions left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #163 holding.
  • BridgePort Financial Solutions first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's iShares Russell 2000 Growth ETF position peaked at $335K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.