JT Stratford LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

JT Stratford LLC’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	–	Sell	-2,012	Closed	-$650K	–	313
2025 Q4	$650K	Buy	+2,012	New	+$654K	0.08%	187
2022 Q3	–	Sell	-984	Closed	-$203K	–	208
2022 Q2	$203K	Sell	984 -1,240	-56%	-$276K	0.06%	200
2022 Q1	$569K	Buy	+2,224	New	+$569K	0.17%	108
2020 Q1	–	Sell	-1,315	Closed	-$282K	–	124
2019 Q4	$282K	Sell	1,315 -263	-17%	-$53.4K	0.13%	116
2019 Q3	$304K	Buy	+1,578	New	+$313K	0.17%	114

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

JT Stratford LLC's IWO Position: Q1 2026 in Review

JT Stratford LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 2,012 shares — an estimated $650K sold.

JT Stratford LLC first reported a position in IWO in Q3 2019 and held it in 5 quarters. The position peaked at $650K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

JT Stratford LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
JT Stratford LLC sold 2,012 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $650K.
JT Stratford LLC first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 5 quarters.
JT Stratford LLC's iShares Russell 2000 Growth ETF position peaked at $650K in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.