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

Maridea 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
Q3 		– Sell
-543
Closed -$214K – 601
2026
Q2 		$214K Buy
+543
New +$198K 0.02% 515

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Maridea Wealth Management's IWO Position: Q3 2026 in Review

Maridea Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2026, closing a stake of 543 shares — an estimated $214K sold.

Maridea Wealth Management first reported a position in IWO in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Maridea Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 543 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $214K.
  • Maridea Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2026 and held it in 1 quarter.
  • Maridea Wealth Management's iShares Russell 2000 Growth ETF position peaked at $214K in Q2 2026.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.