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Diversified Portfolios Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Diversified Portfolios Inc’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 		$484K Hold
1,543
– – 0.04% 128
2025
Q4 		$498K Sell
1,543
-12
-0.8% -$3.9K 0.04% 129
2025
Q3 		$498K Hold
1,555
– – 0.04% 122
2025
Q2 		$445K Hold
1,555
– – 0.04% 121
2025
Q1 		$397K Hold
1,555
– – 0.04% 115
2024
Q4 		$448K Hold
1,555
– – 0.05% 112
2024
Q3 		$442K Buy
1,555
+38
+3% +$10.4K 0.05% 109
2024
Q2 		$398K Buy
1,517
+20
+1% +$5.19K 0.05% 109
2024
Q1 		$405K Buy
1,497
+4
+0.3% +$1.02K 0.06% 105
2023
Q4 		$377K Buy
1,493
+23
+2% +$5.18K 0.06% 105
2023
Q3 		$330K Hold
1,470
– – 0.06% 101
2023
Q2 		$357K Sell
1,470
-94
-6% -$21.6K 0.07% 102
2023
Q1 		$355K Buy
+1,564
New +$358K 0.08% 105
2022
Q1 		– Sell
-770
Closed -$226K – 142
2021
Q4 		$226K Hold
770
– – 0.05% 124
2021
Q3 		$226K Hold
770
– – 0.06% 110
2021
Q2 		$240K Hold
770
– – 0.09% 97
2021
Q1 		$232K Hold
770
– – 0.08% 91
2020
Q4 		$221K Buy
+770
New +$196K 0.08% 87
2017
Q1 		– Sell
-1,816
Closed -$280K – 53
2016
Q4 		$280K Buy
+1,816
New +$271K 0.17% 35
2016
Q3 		– Sell
-1,930
Closed -$265K – 50
2016
Q2 		$265K Buy
1,930
+70
+4% +$9.45K 0.17% 39
2016
Q1 		$247K Sell
1,860
-345
-16% -$43.1K 0.16% 38
2015
Q4 		$307K Hold
2,205
– – 0.2% 32
2015
Q3 		$295K Sell
2,205
-100
-4% -$14.8K 0.2% 36
2015
Q2 		$347K Hold
2,305
– – 0.22% 32
2015
Q1 		$349K Hold
2,305
– – 0.22% 35
2014
Q4 		$328K Buy
+2,305
New +$312K 0.19% 55

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

Diversified Portfolios Inc's IWO Position: Q1 2026 in Review

Diversified Portfolios Inc held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,543 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #128.

Diversified Portfolios Inc first reported a position in IWO in Q4 2014 and has held it in 26 quarters since. The position peaked at $498K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Diversified Portfolios Inc held 1,543 shares of iShares Russell 2000 Growth ETF worth $484K as of Q1 2026.
  • Diversified Portfolios Inc left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #128 holding.
  • Diversified Portfolios Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 26 quarters since.
  • Diversified Portfolios Inc's iShares Russell 2000 Growth ETF position peaked at $498K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.