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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
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
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 $761B 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM