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 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

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

Global Wealth Strategies & Associates's IWO Position: Q2 2026 in Review

Global Wealth Strategies & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 744 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #76.

Global Wealth Strategies & Associates first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $363K in Q4 2022. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Global Wealth Strategies & Associates held 744 shares of iShares Russell 2000 Growth ETF worth $293K as of Q2 2026.
Global Wealth Strategies & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #76 holding.
Global Wealth Strategies & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Global Wealth Strategies & Associates's iShares Russell 2000 Growth ETF position peaked at $363K in Q4 2022.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.