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

Parkshore 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	$477K	Sell	1,337 -43	-3%	-$16.2K	0.12%	47
2026 Q2	$544K	Sell	1,380 -306	-18%	-$112K	0.16%	45
2026 Q1	$529K	Sell	1,686 -8	-0.5%	-$2.66K	0.18%	46
2025 Q4	$547K	Buy	1,694 +4	+0.2%	+$1.3K	0.21%	43
2025 Q3	$541K	Hold	1,690	–	–	0.22%	43
2025 Q2	$483K	Sell	1,690 -180	-10%	-$47.4K	0.24%	44
2025 Q1	$478K	Sell	1,870 -2	-0.1%	-$564	0.28%	41
2024 Q4	$539K	Buy	+1,872	New	+$554K	0.32%	39

Other funds holding IWO

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Parkshore Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.1% in Q3 2026, selling an estimated $16.2K and leaving 1,337 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #47.

Parkshore Wealth Management first reported a position in IWO in Q4 2024 and has held it in 8 quarters since. The position peaked at $547K in Q4 2025. 508 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Parkshore Wealth Management held 1,337 shares of iShares Russell 2000 Growth ETF worth $477K as of Q3 2026.
Parkshore Wealth Management sold 43 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $16.2K.
iShares Russell 2000 Growth ETF made up 0.12% of Parkshore Wealth Management's portfolio in Q3 2026, its #47 holding.
Parkshore Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's iShares Russell 2000 Growth ETF position peaked at $547K in Q4 2025.
508 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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