Primoris Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Primoris Wealth 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 Q1	–	Sell	-6,052	Closed	-$1.95M	–	108
2025 Q4	$1.95M	Sell	6,052 -1,149	-16%	-$374K	1.17%	28
2025 Q3	$2.3M	Buy	7,201 +300	+4%	+$90.5K	1.47%	23
2025 Q2	$1.97M	Sell	6,901 -14,397	-68%	-$3.79M	1.35%	27
2025 Q1	$5.44M	Sell	21,298 -486	-2%	-$137K	4.21%	3
2024 Q4	$6.27M	Buy	21,784 +16,169	+288%	+$4.78M	4.77%	3
2024 Q3	$1.59M	Sell	5,615 -37	-0.7%	-$10.1K	1.16%	31
2024 Q2	$1.48M	Sell	5,652 -9,933	-64%	-$2.58M	1.18%	27
2024 Q1	$4.22M	Buy	+15,585	New	+$3.98M	3.38%	7

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Primoris Wealth Advisors's IWO Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 6,052 shares — an estimated $1.95M sold.

Primoris Wealth Advisors first reported a position in IWO in Q1 2024 and held it in 8 quarters. The position peaked at $6.27M in Q4 2024. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Primoris Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 6,052 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.95M.
Primoris Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 8 quarters.
Primoris Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $6.27M in Q4 2024.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.