Icon Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Icon Wealth Advisors’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	$288K	Sell	820 -2	-0.2%	-$665	0.02%	327
2025 Q4	$266K	Buy	822 +1	+0.1%	+$325	0.02%	337
2025 Q3	$263K	Hold	821	–	–	0.02%	328
2025 Q2	$235K	Buy	821 +1	+0.1%	+$263	0.02%	349
2025 Q1	$210K	Buy	820 +366	+81%	+$103K	0.02%	345
2024 Q4	$131K	Sell	454 -3	-0.7%	-$887	0.01%	456
2024 Q3	$130K	Hold	457	–	–	0.01%	430
2024 Q2	$130K	Sell	457 -97	-18%	-$25.2K	0.01%	391
2024 Q1	$150K	Sell	554 -901	-62%	-$230K	0.01%	389
2023 Q4	$367K	Buy	+1,455	New	+$328K	0.04%	237
2022 Q4	$210K	Hold	980	–	–	0.02%	304
2022 Q3	$202K	Buy	+980	New	+$221K	0.02%	293

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Icon Wealth Advisors's IWO Position: Q1 2026 in Review

Icon Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.24% in Q1 2026, selling an estimated $665 and leaving 820 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #327.

Icon Wealth Advisors first reported a position in IWO in Q3 2022 and has held it in 12 quarters since. The position peaked at $367K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Icon Wealth Advisors held 820 shares of iShares Russell 2000 Growth ETF worth $288K as of Q1 2026.
Icon Wealth Advisors sold 2 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $665.
iShares Russell 2000 Growth ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #327 holding.
Icon Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $367K in Q4 2023.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.