Prosperity Consulting Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Prosperity Consulting 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	$239K	Buy	+607	New	+$221K	0.01%	548
2023 Q4	–	Sell	-1,083	Closed	-$243K	–	203
2023 Q3	$243K	Sell	1,083 -296	-21%	-$70.8K	0.11%	124
2023 Q2	$335K	Sell	1,379 -245	-15%	-$56.2K	0.21%	83
2023 Q1	$368K	Buy	1,624 +97	+6%	+$22.2K	0.23%	75
2022 Q4	$328K	Sell	1,527 -419	-22%	-$91.8K	0.22%	79
2022 Q3	$402K	Sell	1,946 -27	-1%	-$6.08K	0.33%	64
2022 Q2	$407K	Sell	1,973 -128	-6%	-$28.5K	0.35%	57
2022 Q1	$537K	Buy	2,101 +656	+45%	+$168K	0.4%	55
2021 Q4	$367K	Buy	+1,445	New	+$435K	0.28%	70

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 22.9% 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

Prosperity Consulting Group's IWO Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 607 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in IWO as recently as Q3 2023.

Prosperity Consulting Group first reported a position in IWO in Q4 2021 and has held it in 9 quarters since. The position peaked at $537K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Prosperity Consulting Group held 607 shares of iShares Russell 2000 Growth ETF worth $239K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Prosperity Consulting Group position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #548 holding.
Prosperity Consulting Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
Prosperity Consulting Group's iShares Russell 2000 Growth ETF position peaked at $537K in Q1 2022.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.