Presidio Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Presidio Capital 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	$241K	Buy	+612	New	+$223K	0.06%	73
2025 Q3	–	Sell	-700	Closed	-$200K	–	71
2025 Q2	$200K	Sell	700 -124	-15%	-$32.6K	0.08%	63
2025 Q1	$211K	Buy	824 +5	+0.6%	+$1.41K	0.09%	63
2024 Q4	$236K	Sell	819 -45	-5%	-$13.3K	0.13%	56
2024 Q3	$245K	Buy	864 +1	+0.1%	+$274	0.16%	55
2024 Q2	$226K	Buy	863 +1	+0.1%	+$260	0.16%	49
2024 Q1	$233K	Buy	+862	New	+$220K	0.17%	42
2022 Q1	–	Sell	-966	Closed	-$283K	–	39
2021 Q4	$283K	Buy	+966	New	+$291K	0.24%	21

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return