Perfromance Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Perfromance Wealth Partners’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	$520K	Hold	1,658	–	–	0.02%	119
2025 Q4	$536K	Hold	1,658	–	–	0.01%	119
2025 Q3	$531K	Hold	1,658	–	–	0.01%	112
2025 Q2	$474K	Sell	1,658 -13	-0.8%	-$3.42K	0.02%	110
2025 Q1	$427K	Sell	1,671 -1,025	-38%	-$289K	0.02%	107
2024 Q4	$776K	Sell	2,696 -2	-0.1%	-$592	0.02%	72
2024 Q3	$766K	Hold	2,698	–	–	0.03%	74
2024 Q2	$708K	Hold	2,698	–	–	0.03%	69
2024 Q1	$731K	Hold	2,698	–	–	0.03%	74
2023 Q4	$680K	Sell	2,698 -363	-12%	-$81.8K	0.03%	82
2023 Q3	$686K	Hold	3,061	–	–	0.03%	89
2023 Q2	$734K	Hold	3,061	–	–	0.03%	92
2023 Q1	$694K	Sell	3,061 -63	-2%	-$14.4K	0.04%	93
2022 Q4	$670K	Sell	3,124 -119	-4%	-$26.1K	0.04%	88
2022 Q3	$670K	Buy	3,243 +50	+2%	+$11.3K	0.04%	84
2022 Q2	$659K	Sell	3,193 -110	-3%	-$24.5K	0.04%	87
2022 Q1	$845K	Hold	3,303	–	–	0.04%	81
2021 Q4	$968K	Buy	+3,303	New	+$995K	0.04%	84

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Perfromance Wealth Partners's IWO Position: Q1 2026 in Review

Perfromance Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,658 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #119.

Perfromance Wealth Partners first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $968K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Perfromance Wealth Partners held 1,658 shares of iShares Russell 2000 Growth ETF worth $520K as of Q1 2026.
Perfromance Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #119 holding.
Perfromance Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $968K in Q4 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.