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Integrated Wealth Concepts’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Integrated Wealth Concepts’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 		$789K Sell
2,515
-3,367
-57% -$1.12M 0.01% 1256
2025
Q4 		$1.9M Buy
5,882
+3,228
+122% +$1.05M 0.02% 549
2025
Q3 		$849K Sell
2,654
-662
-20% -$200K 0.01% 1075
2025
Q2 		$948K Sell
3,316
-259
-7% -$68.2K 0.01% 951
2025
Q1 		$913K Sell
3,575
-4,875
-58% -$1.38M 0.01% 872
2024
Q4 		$2.43M Buy
8,450
+5,683
+205% +$1.68M 0.03% 499
2024
Q3 		$786K Sell
2,767
-407
-13% -$111K 0.01% 901
2024
Q2 		$833K Buy
3,174
+354
+13% +$91.9K 0.01% 839
2024
Q1 		$764K Sell
2,820
-684
-20% -$175K 0.01% 871
2023
Q4 		$884K Buy
3,504
+388
+12% +$87.5K 0.01% 777
2023
Q3 		$698K Buy
3,116
+108
+4% +$25.8K 0.01% 839
2023
Q2 		$730K Buy
3,008
+510
+20% +$117K 0.01% 812
2023
Q1 		$567K Sell
2,498
-6,356
-72% -$1.45M 0.01% 820
2022
Q4 		$1.9M Buy
8,854
+332
+4% +$72.7K 0.05% 332
2022
Q3 		$1.76M Buy
8,522
+626
+8% +$141K 0.06% 311
2022
Q2 		$1.63M Sell
7,896
-1,183
-13% -$264K 0.05% 326
2022
Q1 		$2.32M Buy
9,079
+3,666
+68% +$938K 0.07% 232
2021
Q4 		$1.59M Sell
5,413
-30
-0.6% -$9.04K 0.05% 304
2021
Q3 		$1.6M Buy
5,443
+286
+6% +$85.9K 0.05% 281
2021
Q2 		$1.61M Sell
5,157
-1,539
-23% -$463K 0.06% 252
2021
Q1 		$2.01M Sell
6,696
-1,899
-22% -$589K 0.08% 184
2020
Q4 		$2.46M Buy
8,595
+1,859
+28% +$474K 0.12% 134
2020
Q3 		$1.49M Buy
+6,736
New +$1.47M 0.09% 161

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

Integrated Wealth Concepts's IWO Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its iShares Russell 2000 Growth ETF (IWO) stake by 57% in Q1 2026, selling an estimated $1.12M and leaving 2,515 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #1256.

Integrated Wealth Concepts first reported a position in IWO in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.46M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Integrated Wealth Concepts held 2,515 shares of iShares Russell 2000 Growth ETF worth $789K as of Q1 2026.
  • Integrated Wealth Concepts sold 3,367 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Russell 2000 Growth ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1256 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's iShares Russell 2000 Growth ETF position peaked at $2.46M in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.