Flagship Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Flagship Private Wealth’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 Q2	$214K	Buy	+543	New	+$198K	0.08%	109
2026 Q1	–	Sell	-849	Closed	-$274K	–	112
2025 Q4	$274K	Sell	849 -1,036	-55%	-$337K	0.11%	98
2025 Q3	$603K	Buy	1,885 +31	+2%	+$9.35K	0.24%	58
2025 Q2	$530K	Sell	1,854 -624	-25%	-$164K	0.23%	59
2025 Q1	$633K	Sell	2,478 -6,663	-73%	-$1.88M	0.3%	54
2024 Q4	$2.63M	Buy	9,141 +2,261	+33%	+$669K	1.27%	21
2024 Q3	$1.95M	Buy	6,880 +2,343	+52%	+$642K	1.01%	24
2024 Q2	$1.19M	Buy	4,537 +1,116	+33%	+$290K	0.71%	25
2024 Q1	$926K	Buy	+3,421	New	+$874K	0.6%	37

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Flagship Private Wealth's IWO Position: Q2 2026 in Review

Flagship Private Wealth opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 543 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: Flagship Private Wealth previously reported a position in IWO as recently as Q4 2025.

Flagship Private Wealth first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Flagship Private Wealth held 543 shares of iShares Russell 2000 Growth ETF worth $214K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Flagship Private Wealth position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.08% of Flagship Private Wealth's portfolio in Q2 2026, its #109 holding.
Flagship Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Flagship Private Wealth's iShares Russell 2000 Growth ETF position peaked at $2.63M in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.