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

GC Wealth Management RIA’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	$906K	Sell	2,300 -996	-30%	-$363K	0.05%	245
2026 Q1	$1.03M	Buy	3,296 +2,271	+222%	+$755K	0.04%	235
2025 Q4	$331K	Sell	1,025 -338	-25%	-$110K	0.01%	438
2025 Q3	$436K	Hold	1,363	–	–	0.01%	604
2025 Q2	$390K	Hold	1,363	–	–	0.03%	380
2025 Q1	$348K	Hold	1,363	–	–	0.06%	226
2024 Q4	$392K	Buy	1,363 +10	+0.7%	+$2.96K	0.07%	207
2024 Q3	$384K	Sell	1,353 -25	-2%	-$6.85K	0.07%	221
2024 Q2	$362K	Buy	1,378 +83	+6%	+$21.5K	0.07%	206
2024 Q1	$351K	Buy	+1,295	New	+$331K	0.07%	202

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

GC Wealth Management RIA's IWO Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Russell 2000 Growth ETF (IWO) stake by 30% in Q2 2026, selling an estimated $363K and leaving 2,300 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #245.

GC Wealth Management RIA first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

GC Wealth Management RIA held 2,300 shares of iShares Russell 2000 Growth ETF worth $906K as of Q2 2026.
GC Wealth Management RIA sold 996 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $363K.
iShares Russell 2000 Growth ETF made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #245 holding.
GC Wealth Management RIA first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's iShares Russell 2000 Growth ETF position peaked at $1.03M in Q1 2026.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.