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

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

Presidio Capital Management's IWO Position: Q2 2026 in Review

Presidio Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 612 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings. This is a return to the name: Presidio Capital Management previously reported a position in IWO as recently as Q2 2025.

Presidio Capital Management first reported a position in IWO in Q4 2021 and has held it in 8 quarters since. The position peaked at $283K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Presidio Capital Management held 612 shares of iShares Russell 2000 Growth ETF worth $241K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Presidio Capital Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Presidio Capital Management's portfolio in Q2 2026, its #73 holding.
Presidio Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Presidio Capital Management's iShares Russell 2000 Growth ETF position peaked at $283K in Q4 2021.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.