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

Cordatus 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
Q1 		$352K Hold
1,123
– – 0.08% 127
2025
Q4 		$363K Buy
1,123
+1
+0.1% +$325 0.08% 133
2025
Q3 		$359K Sell
1,122
-39
-3% -$11.8K 0.08% 131
2025
Q2 		$332K Sell
1,161
-11
-0.9% -$2.9K 0.08% 135
2025
Q1 		$299K Sell
1,172
-10
-0.8% -$2.82K 0.08% 130
2024
Q4 		$340K Buy
1,182
+78
+7% +$23.1K 0.09% 121
2024
Q3 		$314K Buy
1,104
+3
+0.3% +$822 0.11% 105
2024
Q2 		$289K Buy
+1,101
New +$286K 0.11% 108
2023
Q3 		– Sell
-1,041
Closed -$253K – 97
2023
Q2 		$253K Buy
+1,041
New +$239K 0.1% 128
2022
Q4 		– Sell
-1,094
Closed -$226K – 70
2022
Q3 		$226K Sell
1,094
-31
-3% -$6.98K 0.24% 57
2022
Q2 		$232K Sell
1,125
-27
-2% -$6.02K 0.11% 131
2022
Q1 		$295K Buy
1,152
+86
+8% +$22K 0.1% 139
2021
Q4 		$312K Buy
+1,066
New +$321K 0.09% 142
2021
Q1 		$326K Sell
1,085
-27
-2% -$8.38K 0.13% 138
2020
Q4 		$319K Sell
1,112
-43
-4% -$11K 0.13% 130
2020
Q3 		$256K Sell
1,155
-89
-7% -$19.5K 0.12% 127
2020
Q2 		$257K Buy
+1,244
New +$233K 0.14% 107
2020
Q1 		– Sell
-1,273
Closed -$273K – 119
2019
Q4 		$273K Sell
1,273
-23
-2% -$4.67K 0.14% 115
2019
Q3 		$250K Buy
1,296
+33
+3% +$6.54K 0.13% 115
2019
Q2 		$254K Sell
1,263
-31
-2% -$6.13K 0.15% 110
2019
Q1 		$254K Sell
1,294
-150
-10% -$28.5K 0.14% 116
2018
Q4 		$243K Buy
+1,444
New +$269K 0.17% 96

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

Cordatus Wealth Management's IWO Position: Q1 2026 in Review

Cordatus Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,123 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #127.

Cordatus Wealth Management first reported a position in IWO in Q4 2018 and has held it in 22 quarters since. The position peaked at $363K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Cordatus Wealth Management held 1,123 shares of iShares Russell 2000 Growth ETF worth $352K as of Q1 2026.
  • Cordatus Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.08% of Cordatus Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Cordatus Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 22 quarters since.
  • Cordatus Wealth Management's iShares Russell 2000 Growth ETF position peaked at $363K in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.