Caitlin John’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Caitlin John’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	$30.8K	Hold	98	–	–	0.02%	365
2025 Q4	$31.7K	Hold	98	–	–	0.02%	375
2025 Q3	$31.4K	Buy	+98	New	+$29.6K	0.02%	330
2025 Q1	–	Sell	-98	Closed	-$28.2K	–	465
2024 Q4	$28.2K	Hold	98	–	–	0.02%	318
2024 Q3	$29.9K	Hold	98	–	–	0.02%	324
2024 Q2	$25.7K	Hold	98	–	–	0.02%	328
2024 Q1	$26.5K	Hold	98	–	–	0.02%	316
2023 Q4	$24.7K	Buy	+98	New	+$22.1K	0.02%	307

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Caitlin John's IWO Position: Q1 2026 in Review

Caitlin John held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 98 shares worth $30.8K. The position accounts for 0.02% of the portfolio, ranked #365.

Caitlin John first reported a position in IWO in Q4 2023 and has held it in 8 quarters since. The position peaked at $31.7K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Caitlin John held 98 shares of iShares Russell 2000 Growth ETF worth $30.8K as of Q1 2026.
Caitlin John left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Caitlin John's portfolio in Q1 2026, its #365 holding.
Caitlin John first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Russell 2000 Growth ETF position peaked at $31.7K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.