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

Centaurus 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 		$1.11M Sell
3,523
-460
-12% -$153K 0.05% 316
2025
Q4 		$1.29M Buy
3,983
+99
+3% +$32.2K 0.06% 289
2025
Q3 		$1.24M Sell
3,884
-31
-0.8% -$9.35K 0.06% 280
2025
Q2 		$1.12M Buy
3,915
+245
+7% +$64.5K 0.07% 274
2025
Q1 		$938K Sell
3,670
-41
-1% -$11.6K 0.06% 293
2024
Q4 		$1.07M Buy
3,711
+341
+10% +$101K 0.07% 265
2024
Q3 		$957K Buy
3,370
+568
+20% +$156K 0.06% 263
2024
Q2 		$736K Buy
2,802
+183
+7% +$47.5K 0.05% 298
2024
Q1 		$709K Buy
2,619
+1,874
+252% +$479K 0.05% 310
2023
Q4 		$188K Buy
745
+191
+34% +$43.1K 0.01% 605
2023
Q3 		$124K Buy
554
+135
+32% +$32.3K 0.01% 677
2023
Q2 		$102K Sell
419
-324
-44% -$74.3K 0.01% 723
2023
Q1 		$169K Buy
743
+32
+5% +$7.32K 0.01% 711
2022
Q4 		$152K Buy
711
+26
+4% +$5.7K 0.01% 674
2022
Q3 		$142K Hold
685
– – 0.01% 711
2022
Q2 		$141K Buy
+685
New +$153K 0.01% 715
2022
Q1 		– Sell
-381
Closed -$112K – 937
2021
Q4 		$112K Hold
381
– – 0.01% 863
2021
Q3 		$112K Hold
381
– – 0.01% 835
2021
Q2 		$119K Buy
381
+2
+0.5% +$602 0.01% 814
2021
Q1 		$114K Buy
+379
New +$118K 0.01% 755
2019
Q3 		– Sell
-506
Closed -$102K – 515
2019
Q2 		$102K Buy
+506
New +$100K 0.02% 577
2018
Q3 		– Sell
-1,292
Closed -$264K – 1295
2018
Q2 		$264K Buy
+1,292
New +$258K 0.04% 448

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

Centaurus Financial's IWO Position: Q1 2026 in Review

Centaurus Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q1 2026, selling an estimated $153K and leaving 3,523 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #316.

Centaurus Financial first reported a position in IWO in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.29M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Centaurus Financial held 3,523 shares of iShares Russell 2000 Growth ETF worth $1.11M as of Q1 2026.
  • Centaurus Financial sold 460 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $153K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Centaurus Financial's portfolio in Q1 2026, its #316 holding.
  • Centaurus Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 22 quarters since.
  • Centaurus Financial's iShares Russell 2000 Growth ETF position peaked at $1.29M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.