QWM
IWO icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Quadcap Wealth Management's IWO Position: Q1 2026 in Review

Quadcap Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q1 2026, buying an estimated $13K and bringing the position to 3,400 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #153.

Quadcap Wealth Management first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Quadcap Wealth Management held 3,400 shares of iShares Russell 2000 Growth ETF worth $1.07M as of Q1 2026.
  • Quadcap Wealth Management bought 39 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $13K.
  • iShares Russell 2000 Growth ETF made up 0.12% of Quadcap Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Quadcap Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.09M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.