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Kestra Private Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kestra Private Wealth Services’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 		$7M Buy
22,315
+400
+2% +$133K 0.09% 252
2025
Q4 		$7.08M Buy
21,915
+602
+3% +$196K 0.09% 246
2025
Q3 		$6.82M Buy
21,313
+502
+2% +$151K 0.09% 246
2025
Q2 		$5.95M Sell
20,811
-2,015
-9% -$530K 0.09% 250
2025
Q1 		$5.83M Buy
22,826
+655
+3% +$185K 0.1% 234
2024
Q4 		$6.38M Buy
22,171
+492
+2% +$146K 0.11% 202
2024
Q3 		$6.16M Buy
21,679
+692
+3% +$190K 0.11% 201
2024
Q2 		$5.51M Buy
20,987
+380
+2% +$98.6K 0.11% 207
2024
Q1 		$5.58M Buy
20,607
+2,478
+14% +$633K 0.13% 183
2023
Q4 		$4.57M Buy
18,129
+5,367
+42% +$1.21M 0.12% 201
2023
Q3 		$2.86M Buy
12,762
+700
+6% +$168K 0.09% 243
2023
Q2 		$2.93M Buy
12,062
+912
+8% +$209K 0.1% 222
2023
Q1 		$2.53M Buy
11,150
+2,687
+32% +$615K 0.1% 217
2022
Q4 		$1.82M Buy
8,463
+656
+8% +$144K 0.09% 253
2022
Q3 		$1.61M Buy
7,807
+303
+4% +$68.2K 0.09% 247
2022
Q2 		$1.55M Buy
7,504
+215
+3% +$47.9K 0.09% 261
2022
Q1 		$1.86M Buy
7,289
+760
+12% +$195K 0.09% 234
2021
Q4 		$1.91M Buy
6,529
+4,012
+159% +$1.21M 0.09% 230
2021
Q3 		$739K Buy
2,517
+1,550
+160% +$466K 0.04% 439
2021
Q2 		$301K Buy
967
+91
+10% +$27.4K 0.02% 673
2021
Q1 		$264K Sell
876
-10
-1% -$3.1K 0.02% 642
2020
Q4 		$255K Buy
+886
New +$226K 0.02% 600

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

Kestra Private Wealth Services's IWO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q1 2026, buying an estimated $133K and bringing the position to 22,315 shares worth $7M. The position accounts for 0.09% of the portfolio, ranked #252.

Kestra Private Wealth Services first reported a position in IWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.08M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Kestra Private Wealth Services held 22,315 shares of iShares Russell 2000 Growth ETF worth $7M as of Q1 2026.
  • Kestra Private Wealth Services bought 400 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $133K.
  • iShares Russell 2000 Growth ETF made up 0.09% of Kestra Private Wealth Services's portfolio in Q1 2026, its #252 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's iShares Russell 2000 Growth ETF position peaked at $7.08M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.