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

Mindset 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 		– Sell
-627
Closed -$203K – 188
2025
Q4 		$203K Hold
627
– – 0.05% 175
2025
Q3 		$201K Buy
+627
New +$189K 0.05% 169

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

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

Mindset Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 627 shares — an estimated $203K sold.

Mindset Wealth Management first reported a position in IWO in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Mindset Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 627 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $203K.
  • Mindset Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Mindset Wealth Management's iShares Russell 2000 Growth ETF position peaked at $203K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.