HWM
IWO icon

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

HighMark 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 		$31.8K Sell
101
-140
-58% -$46.6K 0.01% 194
2025
Q4 		$77.9K Sell
241
-47
-16% -$15.3K 0.03% 124
2025
Q3 		$92.1K Buy
288
+16
+6% +$4.83K 0.04% 123
2025
Q2 		$77.9K Sell
272
-15
-5% -$3.95K 0.04% 128
2025
Q1 		$73.4K Hold
287
– – 0.04% 106
2024
Q4 		$82.5K Buy
287
+1
+0.3% +$296 0.05% 96
2024
Q3 		$81.1K Buy
286
+186
+186% +$50.9K 0.04% 117
2024
Q2 		$26.3K Buy
+100
New +$26K 0.02% 177
2020
Q1 		– Sell
-186
Closed -$40K – 381
2019
Q4 		$40K Buy
+186
New +$37.8K 0.04% 92

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