Consilium Wealth Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Consilium Wealth Advisory’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	$758K	Hold	2,416	–	–	0.26%	58
2025 Q4	$780K	Hold	2,416	–	–	0.29%	54
2025 Q3	$773K	Hold	2,416	–	–	0.3%	56
2025 Q2	$691K	Hold	2,416	–	–	0.29%	58
2025 Q1	$617K	Hold	2,416	–	–	0.31%	52
2024 Q4	$695K	Hold	2,416	–	–	0.33%	51
2024 Q3	$686K	Hold	2,416	–	–	0.37%	48
2024 Q2	$634K	Hold	2,416	–	–	0.35%	51
2024 Q1	$654K	Hold	2,416	–	–	0.37%	51
2023 Q4	$609K	Hold	2,416	–	–	0.37%	53
2023 Q3	$542K	Hold	2,416	–	–	0.38%	50
2023 Q2	$586K	Hold	2,416	–	–	0.41%	51
2023 Q1	$548K	Hold	2,416	–	–	0.47%	46
2022 Q4	$518K	Hold	2,416	–	–	0.44%	46
2022 Q3	$499K	Hold	2,416	–	–	0.56%	45
2022 Q2	$498K	Hold	2,416	–	–	0.54%	49
2022 Q1	$618K	Hold	2,416	–	–	0.44%	53
2021 Q4	$708K	Buy	+2,416	New	+$728K	0.46%	51

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 $424B AUM 22.94% 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

Consilium Wealth Advisory's IWO Position: Q1 2026 in Review

Consilium Wealth Advisory held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 2,416 shares worth $758K. The position accounts for 0.26% of the portfolio, ranked #58.

Consilium Wealth Advisory first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $780K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Consilium Wealth Advisory held 2,416 shares of iShares Russell 2000 Growth ETF worth $758K as of Q1 2026.
Consilium Wealth Advisory left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.26% of Consilium Wealth Advisory's portfolio in Q1 2026, its #58 holding.
Consilium Wealth Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's iShares Russell 2000 Growth ETF position peaked at $780K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.