Castle Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Castle 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 Q2	$659K	Hold	1,672	–	–	0.2%	78
2026 Q1	$525K	Sell	1,672 -20	-1%	-$6.65K	0.17%	79
2025 Q4	$547K	Hold	1,692	–	–	0.18%	75
2025 Q3	$542K	Hold	1,692	–	–	0.18%	73
2025 Q2	$484K	Hold	1,692	–	–	0.18%	74
2025 Q1	$432K	Hold	1,692	–	–	0.17%	83
2024 Q4	$487K	Hold	1,692	–	–	0.19%	77
2024 Q3	$481K	Hold	1,692	–	–	0.19%	76
2024 Q2	$444K	Hold	1,692	–	–	0.21%	82
2024 Q1	$458K	Sell	1,692 -1	-0.1%	-$256	0.24%	85
2023 Q4	$427K	Sell	1,693 -77	-4%	-$17.4K	0.26%	84
2023 Q3	$398K	Hold	1,770	–	–	0.28%	72
2023 Q2	$430K	Hold	1,770	–	–	0.3%	71
2023 Q1	$401K	Hold	1,770	–	–	0.31%	70
2022 Q4	$380K	Hold	1,770	–	–	0.24%	73
2022 Q3	$366K	Sell	1,770 -180	-9%	-$40.5K	0.22%	72
2022 Q2	$402K	Buy	+1,950	New	+$435K	0.23%	71

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Castle Wealth Management's IWO Position: Q2 2026 in Review

Castle Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,672 shares worth $659K. The position accounts for 0.2% of the portfolio, ranked #78.

Castle Wealth Management first reported a position in IWO in Q2 2022 and has held it in 17 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Castle Wealth Management held 1,672 shares of iShares Russell 2000 Growth ETF worth $659K as of Q2 2026.
Castle Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.2% of Castle Wealth Management's portfolio in Q2 2026, its #78 holding.
Castle Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.