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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
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 $1.37T 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 $871B 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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

GSB Wealth Management's IWO Position: Q1 2026 in Review

GSB Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 7% in Q1 2026, buying an estimated $160K and bringing the position to 7,402 shares worth $2.32M. The position accounts for 0.52% of the portfolio, ranked #64.

GSB Wealth Management first reported a position in IWO in Q1 2023 and has held it in 13 quarters since. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • GSB Wealth Management held 7,402 shares of iShares Russell 2000 Growth ETF worth $2.32M as of Q1 2026.
  • GSB Wealth Management bought 482 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $160K.
  • iShares Russell 2000 Growth ETF made up 0.52% of GSB Wealth Management's portfolio in Q1 2026, its #64 holding.
  • GSB Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.