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Global Wealth Strategies & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		$261K Sell
730
-14
-2% -$5.28K 0.05% 90
2026
Q2 		$293K Hold
744
– – 0.06% 76
2026
Q1 		$233K Hold
744
– – 0.06% 73
2025
Q4 		$240K Sell
744
-55
-7% -$17.9K 0.06% 65
2025
Q3 		$256K Sell
799
-53
-6% -$16K 0.07% 64
2025
Q2 		$244K Sell
852
-53
-6% -$13.9K 0.07% 51
2025
Q1 		$231K Hold
905
– – 0.07% 51
2024
Q4 		$260K Hold
905
– – 0.08% 46
2024
Q3 		$257K Sell
905
-83
-8% -$22.7K 0.08% 39
2024
Q2 		$259K Sell
988
-4
-0.4% -$1.04K 0.09% 33
2024
Q1 		$269K Sell
992
-5
-0.5% -$1.28K 0.1% 32
2023
Q4 		$251K Sell
997
-271
-21% -$61.1K 0.1% 32
2023
Q3 		$284K Sell
1,268
-108
-8% -$25.8K 0.13% 36
2023
Q2 		$334K Sell
1,376
-6
-0.4% -$1.38K 0.16% 32
2023
Q1 		$313K Sell
1,382
-309
-18% -$70.7K 0.16% 29
2022
Q4 		$363K Buy
+1,691
New +$370K 0.21% 31

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Global Wealth Strategies & Associates's IWO Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.9% in Q3 2026, selling an estimated $5.28K and leaving 730 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #90.

Global Wealth Strategies & Associates first reported a position in IWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $363K in Q4 2022. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Global Wealth Strategies & Associates held 730 shares of iShares Russell 2000 Growth ETF worth $261K as of Q3 2026.
  • Global Wealth Strategies & Associates sold 14 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $5.28K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #90 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's iShares Russell 2000 Growth ETF position peaked at $363K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.