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

Quadcap Wealth Management’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	$1.35M	Buy	3,433 +33	+1%	+$12K	0.13%	140
2026 Q1	$1.07M	Buy	3,400 +39	+1%	+$13K	0.12%	153
2025 Q4	$1.09M	Buy	3,361 +7	+0.2%	+$2.28K	0.12%	151
2025 Q3	$1.07M	Buy	3,354 +295	+10%	+$89K	0.13%	148
2025 Q2	$874K	Buy	3,059 +16	+0.5%	+$4.21K	0.11%	166
2025 Q1	$778K	Buy	3,043 +9	+0.3%	+$2.54K	0.11%	169
2024 Q4	$873K	Buy	3,034 +561	+23%	+$166K	0.13%	153
2024 Q3	$702K	Sell	2,473 -224	-8%	-$61.4K	0.11%	193
2024 Q2	$708K	Buy	2,697 +867	+47%	+$225K	0.13%	175
2024 Q1	$496K	Buy	1,830 +340	+23%	+$86.9K	0.11%	212
2023 Q4	$376K	Buy	+1,490	New	+$336K	0.1%	243

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

Quadcap Wealth Management's IWO Position: Q2 2026 in Review

Quadcap Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.97% in Q2 2026, buying an estimated $12K and bringing the position to 3,433 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #140.

Quadcap Wealth Management first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Quadcap Wealth Management held 3,433 shares of iShares Russell 2000 Growth ETF worth $1.35M as of Q2 2026.
Quadcap Wealth Management bought 33 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $12K.
iShares Russell 2000 Growth ETF made up 0.13% of Quadcap Wealth Management's portfolio in Q2 2026, its #140 holding.
Quadcap Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.