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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parkshore Wealth Management's IWO Position: Q2 2026 in Review

Parkshore Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 18% in Q2 2026, selling an estimated $112K and leaving 1,380 shares worth $544K. The position accounts for 0.16% of the portfolio, ranked #45.

Parkshore Wealth Management first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q4 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Parkshore Wealth Management held 1,380 shares of iShares Russell 2000 Growth ETF worth $544K as of Q2 2026.
Parkshore Wealth Management sold 306 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $112K.
iShares Russell 2000 Growth ETF made up 0.16% of Parkshore Wealth Management's portfolio in Q2 2026, its #45 holding.
Parkshore Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Parkshore Wealth Management's iShares Russell 2000 Growth ETF position peaked at $547K in Q4 2025.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.