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

Jupiter 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	$621K	Hold	1,683	–	–	0.25%	63
2025 Q4	$557K	Hold	1,683	–	–	0.25%	58
2025 Q3	$539K	Hold	1,683	–	–	0.25%	62
2025 Q2	$513K	Hold	1,683	–	–	0.26%	61
2025 Q1	$461K	Hold	1,683	–	–	0.28%	54
2024 Q4	$484K	Hold	1,683	–	–	0.24%	65
2024 Q3	$478K	Hold	1,683	–	–	0.24%	67
2024 Q2	$478K	Hold	1,683	–	–	0.25%	64
2024 Q1	$438K	Hold	1,683	–	–	0.23%	65
2023 Q4	$424K	Hold	1,683	–	–	0.25%	67
2023 Q3	$358K	Buy	+1,683	New	+$403K	0.23%	65
2020 Q1	–	Sell	-2,000	Closed	-$436K	–	82
2019 Q4	$436K	Hold	2,000	–	–	0.21%	59
2019 Q3	$385K	Hold	2,000	–	–	0.21%	57
2019 Q2	$402K	Hold	2,000	–	–	0.2%	56
2019 Q1	$396K	Buy	+2,000	New	+$381K	0.19%	56

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

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

Jupiter Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,683 shares worth $621K. The position accounts for 0.25% of the portfolio, ranked #63.

Jupiter Wealth Management first reported a position in IWO in Q1 2019 and has held it in 15 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Jupiter Wealth Management held 1,683 shares of iShares Russell 2000 Growth ETF worth $621K as of Q1 2026.
Jupiter Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.25% of Jupiter Wealth Management's portfolio in Q1 2026, its #63 holding.
Jupiter Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 15 quarters since.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.