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

Prestige Wealth Management Group’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	$788	Hold	2	–	–	﹤0.01%	959
2026 Q1	$628	Hold	2	–	–	﹤0.01%	936
2025 Q4	$647	Hold	2	–	–	﹤0.01%	917
2025 Q3	$641	Hold	2	–	–	﹤0.01%	910
2025 Q2	$572	Hold	2	–	–	﹤0.01%	922
2025 Q1	$512	Hold	2	–	–	﹤0.01%	929
2024 Q4	$576	Hold	2	–	–	﹤0.01%	950
2024 Q3	$568	Hold	2	–	–	﹤0.01%	947
2024 Q2	$526	Hold	2	–	–	﹤0.01%	916
2024 Q1	$542	Hold	2	–	–	﹤0.01%	942
2023 Q4	$505	Hold	2	–	–	﹤0.01%	945
2023 Q3	$450	Hold	2	–	–	﹤0.01%	975
2023 Q2	$486	Hold	2	–	–	﹤0.01%	993
2023 Q1	$454	Hold	2	–	–	﹤0.01%	997
2022 Q4	$429	Hold	2	–	–	﹤0.01%	1085
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1017
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1022
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	885
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	909
2021 Q3	$1K	Buy	+2	New	+$601	﹤0.01%	897
2020 Q1	–	Sell	-33	Closed	-$7K	–	958
2019 Q4	$7K	Hold	33	–	–	﹤0.01%	383
2019 Q3	$6K	Hold	33	–	–	﹤0.01%	392
2019 Q2	$7K	Hold	33	–	–	﹤0.01%	359
2019 Q1	$6K	Hold	33	–	–	﹤0.01%	384
2018 Q4	$6K	Buy	+33	New	+$6.16K	﹤0.01%	543

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

Prestige Wealth Management Group's IWO Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Prestige Wealth Management Group first reported a position in IWO in Q4 2018 and has held it in 25 quarters since. The position peaked at $7K in Q4 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Prestige Wealth Management Group held 2 shares of iShares Russell 2000 Growth ETF worth $788 as of Q2 2026.
Prestige Wealth Management Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #959 holding.
Prestige Wealth Management Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 25 quarters since.
Prestige Wealth Management Group's iShares Russell 2000 Growth ETF position peaked at $7K in Q4 2019.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.