PCIA
IWO icon

Prime Capital Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Prime Capital Investment Advisors’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 		$715K Sell
1,814
-40
-2% -$14.6K 0.01% 600
2026
Q1 		$582K Sell
1,854
-130
-7% -$43.2K 0.01% 635
2025
Q4 		$641K Sell
1,984
-135
-6% -$43.9K 0.01% 584
2025
Q3 		$678K Buy
2,119
+55
+3% +$16.6K 0.01% 558
2025
Q2 		$590K Sell
2,064
-374
-15% -$98.4K 0.01% 567
2025
Q1 		$623K Buy
2,438
+520
+27% +$147K 0.01% 608
2024
Q4 		$552K Sell
1,918
-1
-0.1% -$296 0.01% 545
2024
Q3 		$545K Hold
1,919
– – 0.01% 565
2024
Q2 		$504K Sell
1,919
-177
-8% -$45.9K 0.01% 571
2024
Q1 		$568K Buy
2,096
+100
+5% +$25.6K 0.01% 590
2023
Q4 		$503K Sell
1,996
-320
-14% -$72.1K 0.01% 574
2023
Q3 		$519K Buy
2,316
+19
+0.8% +$4.55K 0.01% 464
2023
Q2 		$557K Buy
2,297
+845
+58% +$194K 0.01% 458
2023
Q1 		$329K Sell
1,452
-516
-26% -$118K 0.01% 416
2022
Q4 		$422K Buy
1,968
+498
+34% +$109K 0.02% 352
2022
Q3 		$304K Hold
1,470
– – 0.02% 302
2022
Q2 		$303K Sell
1,470
-92
-6% -$20.5K 0.02% 295
2022
Q1 		$458K Hold
1,562
– – 0.03% 244
2021
Q4 		$458K Buy
1,562
+100
+7% +$30.1K 0.02% 244
2021
Q3 		$429K Sell
1,462
-852
-37% -$256K 0.03% 227
2021
Q2 		$721K Buy
2,314
+949
+70% +$286K 0.04% 214
2021
Q1 		$411K Sell
1,365
-612
-31% -$190K 0.03% 205
2020
Q4 		$567K Sell
1,977
-237
-11% -$60.4K 0.04% 169
2020
Q3 		$491K Buy
2,214
+59
+3% +$12.9K 0.04% 188
2020
Q2 		$446K Sell
2,155
-274
-11% -$51.2K 0.04% 184
2020
Q1 		$384K Sell
2,429
-13,681
-85% -$2.72M 0.05% 160
2019
Q4 		$3.45M Buy
16,110
+680
+4% +$138K 0.39% 54
2019
Q3 		$2.97M Buy
15,430
+1,421
+10% +$282K 0.46% 56
2019
Q2 		$2.81M Buy
14,009
+1,461
+12% +$289K 0.51% 51
2019
Q1 		$2.47M Buy
12,548
+665
+6% +$127K 0.72% 42
2018
Q4 		$2M Buy
11,883
+945
+9% +$176K 0.72% 40
2018
Q3 		$2.35M Buy
10,938
+4,397
+67% +$937K 0.75% 46
2018
Q2 		$1.34M Sell
6,541
-59
-0.9% -$11.8K 0.56% 55
2018
Q1 		$1.26M Buy
6,600
+1,287
+24% +$247K 0.89% 29
2017
Q4 		$992K Buy
+5,313
New +$970K 0.76% 38

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prime Capital Investment Advisors's IWO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q2 2026, selling an estimated $14.6K and leaving 1,814 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #600.

Prime Capital Investment Advisors first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.45M in Q4 2019. 902 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Prime Capital Investment Advisors held 1,814 shares of iShares Russell 2000 Growth ETF worth $715K as of Q2 2026.
  • Prime Capital Investment Advisors sold 40 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #600 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Prime Capital Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $3.45M in Q4 2019.
  • 902 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.