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Prospera Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Prospera Financial Services’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 		$3.86M Sell
9,794
-340
-3% -$124K 0.06% 340
2026
Q1 		$3.18M Sell
10,134
-2,035
-17% -$677K 0.05% 377
2025
Q4 		$3.93M Buy
12,169
+2,282
+23% +$742K 0.06% 299
2025
Q3 		$3.17M Sell
9,887
-2,643
-21% -$797K 0.05% 357
2025
Q2 		$3.58M Sell
12,530
-753
-6% -$198K 0.07% 304
2025
Q1 		$3.39M Buy
13,283
+248
+2% +$70K 0.08% 259
2024
Q4 		$3.75M Buy
13,035
+2,389
+22% +$707K 0.09% 247
2024
Q3 		$3.02M Buy
10,646
+1,843
+21% +$505K 0.08% 268
2024
Q2 		$2.31M Buy
8,803
+654
+8% +$170K 0.06% 306
2024
Q1 		$2.21M Buy
8,149
+1,226
+18% +$313K 0.07% 312
2023
Q4 		$1.75M Sell
6,923
-266
-4% -$60K 0.06% 338
2023
Q3 		$1.61M Sell
7,189
-83
-1% -$19.9K 0.06% 308
2023
Q2 		$1.77M Buy
7,272
+1,901
+35% +$436K 0.07% 284
2023
Q1 		$1.22M Buy
5,371
+1,082
+25% +$247K 0.05% 368
2022
Q4 		$920K Buy
4,289
+286
+7% +$62.7K 0.05% 372
2022
Q3 		$828K Sell
4,003
-54
-1% -$12.2K 0.04% 402
2022
Q2 		$838K Buy
4,057
+62
+2% +$13.8K 0.04% 404
2022
Q1 		$1.02M Sell
3,995
-151
-4% -$38.6K 0.04% 418
2021
Q4 		$1.22M Buy
4,146
+2,012
+94% +$606K 0.05% 362
2021
Q3 		$627K Buy
2,134
+10
+0.5% +$3K 0.03% 475
2021
Q2 		$663K Buy
2,124
+144
+7% +$43.3K 0.03% 456
2021
Q1 		$597K Sell
1,980
-76
-4% -$23.6K 0.04% 446
2020
Q4 		$590K Buy
+2,056
New +$524K 0.04% 390
2020
Q3 		– Sell
-2,649
Closed -$548K – 1657
2020
Q2 		$548K Sell
2,649
-94
-3% -$17.6K 0.05% 336
2020
Q1 		$434K Sell
2,743
-24
-0.9% -$4.76K 0.05% 324
2019
Q4 		$593K Buy
2,767
+1,258
+83% +$255K 0.05% 349
2019
Q3 		$291K Buy
+1,509
New +$299K 0.03% 443
2019
Q1 		– Sell
-1,600
Closed -$272K – 384
2018
Q4 		$272K Sell
1,600
-2,031
-56% -$379K 0.05% 306
2018
Q3 		$748K Buy
3,631
+1,101
+44% +$235K 0.14% 157
2018
Q2 		$525K Buy
2,530
+1,309
+107% +$262K 0.07% 222
2018
Q1 		$233K Buy
+1,221
New +$234K 0.03% 391

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Prospera Financial Services's IWO Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.4% in Q2 2026, selling an estimated $124K and leaving 9,794 shares worth $3.86M. The position accounts for 0.06% of the portfolio, ranked #340.

Prospera Financial Services first reported a position in IWO in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.93M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Prospera Financial Services held 9,794 shares of iShares Russell 2000 Growth ETF worth $3.86M as of Q2 2026.
  • Prospera Financial Services sold 340 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $124K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #340 holding.
  • Prospera Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 31 quarters since.
  • Prospera Financial Services's iShares Russell 2000 Growth ETF position peaked at $3.93M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.