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

Destination 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	$581K	Buy	1,851 +400	+28%	+$133K	0.02%	195
2025 Q4	$469K	Buy	1,451 +412	+40%	+$134K	0.01%	205
2025 Q3	$333K	Buy	1,039 +1	+0.1%	+$302	0.01%	214
2025 Q2	$297K	Buy	1,038 +1	+0.1%	+$263	0.01%	215
2025 Q1	$265K	Sell	1,037 -55	-5%	-$15.5K	0.01%	213
2024 Q4	$314K	Buy	1,092 +60	+6%	+$17.7K	0.01%	195
2024 Q3	$293K	Buy	+1,032	New	+$283K	0.01%	194
2019 Q1	–	Sell	-70	Closed	-$12K	–	700
2018 Q4	$12K	Hold	70	–	–	﹤0.01%	390
2018 Q3	$15K	Buy	+70	New	+$14.9K	﹤0.01%	426
2018 Q2	–	Sell	-32	Closed	-$6K	–	585
2018 Q1	$6K	Buy	+32	New	+$6.14K	﹤0.01%	433

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 $374B AUM 17.66% 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

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

Destination Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 28% in Q1 2026, buying an estimated $133K and bringing the position to 1,851 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #195.

Destination Wealth Management first reported a position in IWO in Q1 2018 and has held it in 10 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Destination Wealth Management held 1,851 shares of iShares Russell 2000 Growth ETF worth $581K as of Q1 2026.
Destination Wealth Management bought 400 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $133K.
iShares Russell 2000 Growth ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #195 holding.
Destination Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 10 quarters since.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.