NL
IWO icon

NWAM LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NWAM LLC’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 		$280K Sell
891
-35
-4% -$11.6K 0.02% 519
2025
Q4 		$314K Sell
926
-62
-6% -$20.2K 0.02% 489
2025
Q3 		$323K Sell
988
-249
-20% -$75.1K 0.02% 500
2025
Q2 		$357K Hold
1,237
– – 0.02% 472
2025
Q1 		$316K Sell
1,237
-238
-16% -$67.2K 0.03% 396
2024
Q4 		$425K Sell
1,475
-483
-25% -$143K 0.03% 411
2024
Q3 		$556K Buy
+1,958
New +$536K 0.03% 360
2024
Q2 		– Sell
-1,575
Closed -$418K – 353
2024
Q1 		$418K Sell
1,575
-6
-0.4% -$1.53K 0.03% 368
2023
Q4 		$399K Buy
1,581
+226
+17% +$50.9K 0.03% 377
2023
Q3 		$304K Sell
1,355
-961
-41% -$230K 0.03% 384
2023
Q2 		$562K Buy
2,316
+950
+70% +$218K 0.05% 312
2023
Q1 		$310K Sell
1,366
-438
-24% -$100K 0.03% 355
2022
Q4 		$387K Buy
1,804
+439
+32% +$96.2K 0.03% 363
2022
Q3 		$282K Sell
1,365
-449
-25% -$101K 0.03% 394
2022
Q2 		$380K Sell
1,814
-8
-0.4% -$1.78K 0.04% 358
2022
Q1 		$466K Buy
1,822
+446
+32% +$114K 0.04% 342
2021
Q4 		$403K Sell
1,376
-507
-27% -$153K 0.03% 366
2021
Q3 		$553K Sell
1,883
-4,475
-70% -$1.34M 0.05% 304
2021
Q2 		$1.98M Sell
6,358
-1,823
-22% -$548K 0.18% 128
2021
Q1 		$2.46M Buy
8,181
+176
+2% +$54.6K 0.24% 103
2020
Q4 		$2.29M Buy
+8,005
New +$2.04M 0.26% 96
2020
Q3 		– Sell
-7,601
Closed -$1.57M – 332
2020
Q2 		$1.57M Sell
7,601
-152
-2% -$28.4K 0.22% 108
2020
Q1 		$1.23K Sell
7,753
-385
-5% -$76.4K 0.03% 136
2019
Q4 		$1.74M Sell
8,138
-1
-0% -$203 0.3% 77
2019
Q3 		$1.57M Sell
8,139
-526
-6% -$104K 0.29% 81
2019
Q2 		$1.74M Buy
8,665
+46
+0.5% +$9.1K 0.35% 66
2019
Q1 		$1.7M Buy
8,619
+11
+0.1% +$2.09K 0.37% 62
2018
Q4 		$1.45M Sell
8,608
-221
-3% -$41.2K 0.37% 63
2018
Q3 		$1.9M Buy
8,829
+220
+3% +$46.9K 0.43% 60
2018
Q2 		$1.76M Buy
8,609
+790
+10% +$158K 0.42% 63
2018
Q1 		$1.49M Sell
7,819
-230
-3% -$44.2K 0.38% 67
2017
Q4 		$1.5M Buy
8,049
+33
+0.4% +$6.02K 0.38% 65
2017
Q3 		$1.43M Buy
8,016
+478
+6% +$81.2K 0.37% 66
2017
Q2 		$1.27M Buy
7,538
+143
+2% +$23.5K 0.22% 71
2017
Q1 		$1.2M Sell
7,395
-284
-4% -$45.1K 0.36% 66
2016
Q4 		$1.18M Sell
7,679
-20
-0.3% -$2.98K 0.39% 60
2016
Q3 		$1.15M Buy
7,699
+178
+2% +$25.9K 0.09% 71
2016
Q2 		$1.03M Buy
7,521
+131
+2% +$17.7K 0.41% 63
2016
Q1 		$980K Sell
7,390
-388
-5% -$48.4K 0.39% 64
2015
Q4 		$1.08M Buy
+7,778
New +$1.1M 0.44% 58
2015
Q3 		– Sell
-3,000
Closed -$423K – 193
2015
Q2 		$423K Sell
3,000
-10,256
-77% -$1.57M 0.18% 128
2015
Q1 		$2.01M Buy
13,256
+5,308
+67% +$774K 0.86% 27
2014
Q4 		$1.13M Sell
7,948
-3,318
-29% -$449K 0.49% 54
2014
Q3 		$1.46M Buy
11,266
+711
+7% +$95.3K 0.52% 47
2014
Q2 		$1.46M Sell
10,555
-183
-2% -$24.1K 0.45% 57
2014
Q1 		$1.46M Buy
+10,738
New +$1.47M 0.5% 53

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

NWAM LLC's IWO Position: Q1 2026 in Review

NWAM LLC reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q1 2026, selling an estimated $11.6K and leaving 891 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #519.

NWAM LLC first reported a position in IWO in Q1 2014 and has held it in 46 quarters since. The position peaked at $2.46M in Q1 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • NWAM LLC held 891 shares of iShares Russell 2000 Growth ETF worth $280K as of Q1 2026.
  • NWAM LLC sold 35 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $11.6K.
  • iShares Russell 2000 Growth ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #519 holding.
  • NWAM LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 46 quarters since.
  • NWAM LLC's iShares Russell 2000 Growth ETF position peaked at $2.46M in Q1 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.