Mindset Wealth Management
IWO icon

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
Q3 		$224K Hold
627
– – 0.04% 178
2026
Q2 		$247K Buy
+627
New +$229K 0.05% 157
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

Mindset Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 627 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #178.

Mindset Wealth Management first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $247K in Q2 2026. 312 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Mindset Wealth Management held 627 shares of iShares Russell 2000 Growth ETF worth $224K as of Q3 2026.
  • Mindset Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Mindset Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's iShares Russell 2000 Growth ETF position peaked at $247K in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.