DWM
IWO icon

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

Dakota 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 		$1.79M Sell
5,689
-2,354
-29% -$783K 0.04% 304
2025
Q4 		$2.6M Buy
8,043
+2,054
+34% +$668K 0.05% 251
2025
Q3 		$1.92M Sell
5,989
-3
-0.1% -$905 0.04% 262
2025
Q2 		$1.71M Sell
5,992
-85
-1% -$22.4K 0.04% 294
2025
Q1 		$1.55M Sell
6,077
-1,822
-23% -$514K 0.04% 296
2024
Q4 		$2.27M Buy
7,899
+1,871
+31% +$553K 0.05% 242
2024
Q3 		$1.71M Sell
6,028
-23
-0.4% -$6.3K 0.04% 291
2024
Q2 		$1.59M Sell
6,051
-63
-1% -$16.4K 0.04% 292
2024
Q1 		$1.66M Sell
6,114
-7,175
-54% -$1.83M 0.04% 288
2023
Q4 		$3.35M Buy
13,289
+6,658
+100% +$1.5M 0.13% 156
2023
Q3 		$1.49M Sell
6,631
-300
-4% -$71.8K 0.07% 237
2023
Q2 		$1.68M Buy
6,931
+52
+0.8% +$11.9K 0.08% 202
2023
Q1 		$1.56M Sell
6,879
-436
-6% -$99.7K 0.1% 172
2022
Q4 		$1.57M Sell
7,315
-521
-7% -$114K 0.11% 174
2022
Q3 		$1.62M Sell
7,836
-2,665
-25% -$600K 0.13% 172
2022
Q2 		$2.17M Sell
10,501
-2,365
-18% -$527K 0.2% 126
2022
Q1 		$3.29M Sell
12,866
-738
-5% -$189K 0.27% 109
2021
Q4 		$3.99M Buy
13,604
+469
+4% +$141K 0.42% 61
2021
Q3 		$3.86M Sell
13,135
-269
-2% -$80.8K 0.44% 63
2021
Q2 		$4.18M Sell
13,404
-284
-2% -$85.4K 0.5% 56
2021
Q1 		$4.12M Sell
13,688
-400
-3% -$124K 0.54% 51
2020
Q4 		$4.04M Sell
14,088
-183
-1% -$46.6K 0.53% 53
2020
Q3 		$3.16M Sell
14,271
-921
-6% -$202K 0.5% 63
2020
Q2 		$3.14M Sell
15,192
-1,006
-6% -$188K 0.54% 54
2020
Q1 		$2.56M Sell
16,198
-3,450
-18% -$685K 0.56% 51
2019
Q4 		$4.21M Sell
19,648
-722
-4% -$147K 0.67% 40
2019
Q3 		$3.93M Buy
20,370
+648
+3% +$128K 0.68% 39
2019
Q2 		$3.96M Sell
19,722
-1,205
-6% -$238K 0.76% 35
2019
Q1 		$4.12M Sell
20,927
-2,592
-11% -$493K 0.82% 32
2018
Q4 		$5.06M Hold
23,519
– – 1.15% 21
2018
Q3 		$5.06M Sell
23,519
-1,541
-6% -$329K 1.14% 23
2018
Q2 		$5.12M Buy
25,060
+148
+0.6% +$29.6K 1.42% 18
2018
Q1 		$4.75M Buy
24,912
+598
+2% +$115K 2.45% 13
2017
Q4 		$4.54M Buy
24,314
+37
+0.2% +$6.75K 2.41% 13
2017
Q3 		$4.34M Buy
24,277
+71
+0.3% +$12.1K 2.35% 15
2017
Q2 		$4.08M Sell
24,206
-535
-2% -$88.1K 2.26% 16
2017
Q1 		$4M Sell
24,741
-781
-3% -$124K 2.34% 16
2016
Q4 		$3.93M Sell
25,522
-267
-1% -$39.9K 2.54% 16
2016
Q3 		$3.84M Sell
25,789
-1,484
-5% -$216K 2.49% 16
2016
Q2 		$3.74M Sell
27,273
-1,563
-5% -$211K 2.52% 16
2016
Q1 		$3.82M Sell
28,836
-318
-1% -$39.7K 2.75% 16
2015
Q4 		$4.06M Sell
29,154
-394
-1% -$55.9K 2.75% 16
2015
Q3 		$3.96M Sell
29,548
-4,793
-14% -$710K 2.71% 16
2015
Q2 		$5.31M Buy
34,341
+958
+3% +$147K 3.21% 15
2015
Q1 		$5.06M Buy
33,383
+982
+3% +$143K 3.01% 16
2014
Q4 		$4.61M Buy
+32,401
New +$4.38M 2.88% 15

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

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

Dakota Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 29% in Q1 2026, selling an estimated $783K and leaving 5,689 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #304.

Dakota Wealth Management first reported a position in IWO in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.31M in Q2 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Dakota Wealth Management held 5,689 shares of iShares Russell 2000 Growth ETF worth $1.79M as of Q1 2026.
  • Dakota Wealth Management sold 2,354 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $783K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Dakota Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Dakota Wealth Management's iShares Russell 2000 Growth ETF position peaked at $5.31M in Q2 2015.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.