GWM
IWO icon

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

GSB Wealth Management’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 		$2.57M Sell
6,523
-879
-12% -$321K 0.52% 61
2026
Q1 		$2.32M Buy
7,402
+482
+7% +$160K 0.52% 64
2025
Q4 		$2.24M Buy
6,920
+66
+1% +$21.5K 0.51% 62
2025
Q3 		$2.19M Buy
6,854
+981
+17% +$296K 0.5% 68
2025
Q2 		$1.68M Sell
5,873
-330
-5% -$86.9K 0.41% 77
2025
Q1 		$1.58M Buy
6,203
+1,359
+28% +$384K 0.42% 81
2024
Q4 		$1.39M Buy
4,844
+242
+5% +$71.6K 0.36% 84
2024
Q3 		$1.31M Sell
4,602
-253
-5% -$69.3K 0.33% 92
2024
Q2 		$1.27M Buy
4,855
+171
+4% +$44.4K 0.35% 94
2024
Q1 		$1.27M Sell
4,684
-270
-5% -$69K 0.36% 91
2023
Q4 		$1.25M Buy
4,954
+23
+0.5% +$5.18K 0.38% 88
2023
Q3 		$1.11M Buy
4,931
+571
+13% +$137K 0.37% 88
2023
Q2 		$1.06M Buy
4,360
+1,311
+43% +$301K 0.34% 92
2023
Q1 		$692K Buy
+3,049
New +$697K 0.23% 122

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

GSB Wealth Management's IWO Position: Q2 2026 in Review

GSB Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2026, selling an estimated $321K and leaving 6,523 shares worth $2.57M. The position accounts for 0.52% of the portfolio, ranked #61.

GSB Wealth Management first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • GSB Wealth Management held 6,523 shares of iShares Russell 2000 Growth ETF worth $2.57M as of Q2 2026.
  • GSB Wealth Management sold 879 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $321K.
  • iShares Russell 2000 Growth ETF made up 0.52% of GSB Wealth Management's portfolio in Q2 2026, its #61 holding.
  • GSB Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.